Sageworth Trust Company of South Dakota’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
Q3 | $739K | Hold |
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|
2025
Q2 | $686K | Sell |
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|
2025
Q1 | $637K | Hold |
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|
2024
Q4 | $668K | Hold |
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|
2024
Q3 | $654K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $104K | Hold |
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|
2022
Q1 | $124K | Hold |
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|
2021
Q4 | $131K | Hold |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $118K | Hold |
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|
2021
Q1 | $109K | Hold |
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|
2020
Q4 | $103K | Buy |
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