Schear Investment Advisers’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 | $9.76M | Sell |
|
|||||
|
2025
Q2 | $9.52M | Buy |
|
|||||
|
2025
Q1 | $374K | Sell |
|
|||||
|
2024
Q4 | $435K | Hold |
|
|||||
|
2024
Q3 | $426K | Hold |
|
|||||
|
2024
Q2 | $404K | Sell |
|
|||||
|
2024
Q1 | $778K | Buy |
|
|||||
|
2023
Q4 | $641K | Buy |
|
|||||
|
2023
Q3 | $577K | Sell |
|
|||||
|
2023
Q2 | $660K | Hold |
|
|||||
|
2023
Q1 | $610K | Buy |
|
|||||
|
2022
Q4 | $523K | Buy |
|