Schaper Benz & Wise Investment Counsel’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 | $4.72M | Buy |
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|
2025
Q2 | $4.24M | Sell |
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|
2025
Q1 | $4.12M | Sell |
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|
2024
Q4 | $4.39M | Sell |
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|
2024
Q3 | $4.34M | Sell |
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|
2024
Q2 | $4.18M | Sell |
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|
2024
Q1 | $4.05M | Sell |
|
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|
2023
Q4 | $3.71M | Sell |
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|
2023
Q3 | $3.38M | Hold |
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|
2023
Q2 | $3.51M | Hold |
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|
2023
Q1 | $3.24M | Hold |
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|
2022
Q4 | $3.03M | Sell |
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|
2022
Q3 | $2.87M | Sell |
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|
2022
Q2 | $3.05M | Sell |
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|
2022
Q1 | $3.72M | Sell |
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|
2021
Q4 | $4M | Buy |
|