Reilly Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $796K | Sell |
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|
2020
Q2 | $736K | Buy |
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|
2020
Q1 | $613K | Buy |
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|
2019
Q4 | $750K | Buy |
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|
2019
Q3 | $686K | Sell |
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|
2019
Q2 | $736K | Buy |
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|
2019
Q1 | $689K | Sell |
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|
2018
Q4 | $621K | Buy |
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|
2018
Q3 | $703K | Buy |
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|
2018
Q2 | $600K | Buy |
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|
2018
Q1 | $566K | Sell |
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|
2017
Q4 | $892K | Buy |
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|
2017
Q3 | $617K | Buy |
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|
2017
Q2 | $580K | Buy |
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|
2017
Q1 | $493K | Buy |
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|
2016
Q4 | $455K | Buy |
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|
2016
Q3 | $404K | Sell |
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|
2016
Q2 | $422K | Sell |
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|
2016
Q1 | $443K | Buy |
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|
2015
Q4 | $415K | Buy |
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|
2015
Q3 | $354K | Sell |
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|
2015
Q2 | $401K | Buy |
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|
2015
Q1 | $384K | Sell |
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|
2014
Q4 | $427K | Buy |
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|
2014
Q3 | $319K | Sell |
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|
2014
Q2 | $352K | Buy |
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|
2014
Q1 | $329K | Buy |
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|
2013
Q4 | $298K | Buy |
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|
2013
Q3 | $268K | Buy |
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|
2013
Q2 | $97K | Buy |
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