Security National Bank of Sioux City Iowa’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 | $353K | Hold |
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|
2025
Q2 | $327K | Hold |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $304K | Hold |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $252K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $235K | Buy |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $252K | Hold |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $210K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $414K | Hold |
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|
2019
Q2 | $409K | Hold |
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|
2019
Q1 | $394K | Sell |
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|
2018
Q4 | $351K | Hold |
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|
2018
Q3 | $408K | Hold |
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|
2018
Q2 | $381K | Hold |
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|
2018
Q1 | $370K | Sell |
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|
2017
Q4 | $539K | Buy |
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|
2017
Q3 | $360K | Buy |
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|
2017
Q2 | $261K | Hold |
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $212K | Hold |
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|
2016
Q3 | $205K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $249K | Sell |
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|
2014
Q3 | $243K | Hold |
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|
2014
Q2 | $241K | Hold |
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|
2014
Q1 | $231K | Sell |
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|
2013
Q4 | $782K | Buy |
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|
2013
Q3 | $207K | Sell |
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|
2013
Q2 | $228K | Buy |
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