Sage Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.42M | Sell |
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|
2023
Q4 | $2.86M | Sell |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $4.01M | Hold |
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|
2023
Q1 | $3.71M | Buy |
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|
2022
Q4 | $3.37M | Buy |
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|
2022
Q3 | $1.97M | Hold |
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|
2022
Q2 | $2.08M | Sell |
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|
2022
Q1 | $6.06M | Buy |
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|
2021
Q4 | $3.45M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.1M | Hold |
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|
2018
Q4 | $975K | Hold |
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|
2018
Q3 | $1.13M | Hold |
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|
2018
Q2 | $1.06M | Hold |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $526K | Sell |
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|
2017
Q2 | $127M | Sell |
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|
2017
Q1 | $129M | Buy |
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|
2016
Q4 | $94.5M | Buy |
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|
2016
Q3 | $79.6M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2.65M | Sell |
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|
2015
Q4 | $67M | Sell |
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|
2015
Q3 | $249M | Buy |
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|
2015
Q2 | $92.2M | Buy |
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|
2015
Q1 | $92.2M | Sell |
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|
2014
Q4 | $236M | Buy |
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|
2014
Q3 | $49.2M | Sell |
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|
2014
Q2 | $235M | Buy |
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|
2014
Q1 | $197M | Sell |
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|
2013
Q4 | $196M | Buy |
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|
2013
Q3 | $153M | Sell |
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|
2013
Q2 | $150M | Buy |
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