SIA
Schechter Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $29.2M | Sell |
52,288
-4,328
| -8% | -$2.42M | 2.41% | 7 |
|
|
2024
Q4 | $33.2M | Sell |
56,616
-311
| -0.5% | -$182K | 2.54% | 5 |
|
|
2024
Q3 | $32.7M | Sell |
56,927
-2,013
| -3% | -$1.15M | 2.41% | 6 |
|
|
2024
Q2 | $32.1M | Sell |
58,940
-196
| -0.3% | -$107K | 2.42% | 6 |
|
|
2024
Q1 | $30.9M | Sell |
59,136
-2,200
| -4% | -$1.15M | 2.31% | 7 |
|
|
2023
Q4 | $29.2M | Sell |
61,336
-435
| -0.7% | -$207K | 2.53% | 6 |
|
|
2023
Q3 | $26.4M | Buy |
61,771
+1,419
| +2% | +$607K | 2.56% | 5 |
|
|
2023
Q2 | $26.8M | Buy |
60,352
+416
| +0.7% | +$184K | 2.4% | 7 |
|
|
2023
Q1 | $24.5M | Sell |
59,936
-81
| -0.1% | -$33.2K | 2.27% | 6 |
|
|
2022
Q4 | $23M | Buy |
60,017
+480
| +0.8% | +$184K | 2.1% | 6 |
|
|
2022
Q3 | $21.3M | Buy |
59,537
+50,187
| +537% | +$17.9M | 2.1% | 3 |
|
|
2022
Q2 | $3.53M | Buy |
9,350
+402
| +4% | +$152K | 0.34% | 38 |
|
|
2022
Q1 | $4.04M | Sell |
8,948
-1,239
| -12% | -$560K | 0.38% | 36 |
|
|
2021
Q4 | $4.84M | Buy |
+10,187
| New | +$4.84M | 0.44% | 33 |
|