Rosenblum Silverman Sutton’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.03M | Hold |
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|
2024
Q1 | $989K | Sell |
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|
2023
Q4 | $913K | Sell |
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|
2023
Q3 | $822K | Sell |
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|
2023
Q2 | $864K | Sell |
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $765K | Sell |
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|
2022
Q3 | $717K | Hold |
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|
2022
Q2 | $758K | Buy |
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|
2022
Q1 | $860K | Buy |
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|
2021
Q4 | $902K | Sell |
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|
2021
Q3 | $823K | Sell |
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|
2021
Q2 | $845K | Sell |
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|
2021
Q1 | $788K | Sell |
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|
2020
Q4 | $747K | Sell |
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|
2020
Q3 | $690K | Sell |
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|
2020
Q2 | $654K | Buy |
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|
2020
Q1 | $541K | Buy |
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