Sanders Morris Harris’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 | $26.3M | Buy |
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|
2025
Q2 | $420K | Sell |
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|
2025
Q1 | $15.8M | Buy |
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|
2024
Q4 | $13.6M | Buy |
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|
2024
Q3 | $7.83M | Sell |
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|
2024
Q2 | $9.26M | Buy |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $6.62M | Sell |
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|
2023
Q3 | $8.67M | Buy |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $305K | Buy |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $412K | Buy |
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|
2021
Q3 | $361K | Sell |
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|
2021
Q2 | $381K | Buy |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $424K | Buy |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $962K | Sell |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $476K | Sell |
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|
2019
Q1 | $488K | Sell |
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|
2018
Q4 | $438K | Hold |
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|
2018
Q3 | $509K | Sell |
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|
2018
Q2 | $605K | Buy |
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|
2018
Q1 | $461K | Buy |
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|
2017
Q4 | $461K | Hold |
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|
2017
Q3 | $434K | Hold |
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|
2017
Q2 | $417K | Sell |
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|
2017
Q1 | $1.22M | Sell |
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|
2016
Q4 | $611K | Sell |
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|
2016
Q3 | $3.58M | Buy |
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|
2016
Q2 | $2.71M | Buy |
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|
2016
Q1 | $2.18M | Buy |
|