Rothschild Capital Partners’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 | $829K | Buy |
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|
2025
Q1 | $736K | Buy |
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|
2024
Q4 | $769K | Buy |
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|
2024
Q3 | $750K | Buy |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $15.2M | Sell |
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|
2023
Q4 | $14M | Buy |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6.77M | Buy |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $2.14M | Buy |
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|
2013
Q4 | – | Hold |
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|
2013
Q3 | – | Hold |
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