Sather Financial Group’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 | $2.26M | Buy |
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|
2025
Q2 | $2.09M | Sell |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $3M | Sell |
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|
2024
Q3 | $2.98M | Sell |
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|
2024
Q2 | $3.75M | Sell |
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|
2024
Q1 | $3.81M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $775K | Hold |
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|
2023
Q2 | $804K | Hold |
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|
2023
Q1 | $743K | Hold |
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|
2022
Q4 | $694K | Hold |
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|
2022
Q3 | $648K | Hold |
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|
2022
Q2 | $684K | Sell |
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|
2022
Q1 | $846K | Buy |
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|
2021
Q4 | $862K | Hold |
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|
2021
Q3 | $778K | Hold |
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|
2021
Q2 | $777K | Hold |
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|
2021
Q1 | $719K | Sell |
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|
2020
Q4 | $692K | Hold |
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|
2020
Q3 | $619K | Hold |
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|
2020
Q2 | $570K | Hold |
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|
2020
Q1 | $477K | Buy |
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