Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $105M | Sell |
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|
2017
Q3 | $103M | Sell |
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|
2017
Q2 | $100M | Sell |
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|
2017
Q1 | $97.9M | Sell |
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|
2016
Q4 | $93.6M | Buy |
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|
2016
Q3 | $89.8M | Sell |
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|
2016
Q2 | $92.9M | Sell |
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|
2016
Q1 | $92.4M | Buy |
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|
2015
Q4 | $91.1M | Buy |
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|
2015
Q3 | $85.1M | Buy |
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|
2015
Q2 | $83.2M | Buy |
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|
2015
Q1 | $79.3M | Sell |
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|
2014
Q4 | $82.6M | Sell |
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|
2014
Q3 | $82M | Sell |
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|
2014
Q2 | $86.3M | Buy |
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|
2014
Q1 | $69.6M | Sell |
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|
2013
Q4 | $75M | Sell |
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|
2013
Q3 | $72.2M | Sell |
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|
2013
Q2 | $75.5M | Buy |
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