Scharf Investments’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 | $15.9M | Sell |
|
|||||
|
2025
Q2 | $22.8M | Buy |
|
|||||
|
2025
Q1 | $16M | Sell |
|
|||||
|
2024
Q4 | $98.2M | Buy |
|
|||||
|
2024
Q3 | $23.2M | Buy |
|
|||||
|
2024
Q2 | $18.7M | Sell |
|
|||||
|
2024
Q1 | $24.7M | Sell |
|
|||||
|
2023
Q4 | $29.7M | Buy |
|
|||||
|
2023
Q3 | $7.18M | Buy |
|
|||||
|
2023
Q2 | $5.84M | Sell |
|
|||||
|
2023
Q1 | $13M | Sell |
|
|||||
|
2022
Q4 | $26M | Buy |
|
|||||
|
2022
Q3 | $8.1M | Sell |
|
|||||
|
2022
Q2 | $15M | Sell |
|
|||||
|
2022
Q1 | $21.2M | Sell |
|
|||||
|
2021
Q4 | $35.6M | Buy |
|
|||||
|
2021
Q3 | $17.1M | Buy |
|
|||||
|
2021
Q2 | $1.59M | Sell |
|
|||||
|
2021
Q1 | $7.29M | Sell |
|
|||||
|
2020
Q4 | $21.8M | Buy |
|
|||||
|
2020
Q3 | $7.57M | Buy |
|
|||||
|
2020
Q2 | $4.35M | Sell |
|
|||||
|
2020
Q1 | $20.4M | Buy |
|
|||||
|
2019
Q4 | $9.86M | Buy |
|
|||||
|
2019
Q3 | $3.98M | Sell |
|
|||||
|
2019
Q2 | $10.7M | Sell |
|
|||||
|
2019
Q1 | $13M | Sell |
|
|||||
|
2018
Q4 | $48.5M | Buy |
|
|||||
|
2018
Q3 | $9.08M | Sell |
|
|||||
|
2018
Q2 | $12.3M | Sell |
|
|||||
|
2018
Q1 | $16.6M | Sell |
|
|||||
|
2017
Q4 | $32.3M | Buy |
|
|||||
|
2017
Q3 | $6.37M | Buy |
|
|||||
|
2017
Q2 | $6.37M | Sell |
|
|||||
|
2017
Q1 | $5.27M | Sell |
|
|||||
|
2016
Q4 | $24.6M | Buy |
|
|||||
|
2016
Q3 | $3.59M | Buy |
|
|||||
|
2016
Q2 | $315K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $292K | Sell |
|
|||||
|
2014
Q4 | $1.37M | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $1.53M | Buy |
|