Security National Bank’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 | $695K | Hold |
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|
2025
Q2 | $645K | Hold |
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|
2025
Q1 | $584K | Hold |
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|
2024
Q4 | $612K | Sell |
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|
2024
Q3 | $635K | Buy |
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|
2024
Q2 | $568K | Hold |
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|
2024
Q1 | $546K | Hold |
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|
2023
Q4 | $496K | Hold |
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|
2023
Q3 | $447K | Hold |
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|
2023
Q2 | $463K | Hold |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $503K | Hold |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $756K | Hold |
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|
2022
Q1 | $905K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $811K | Hold |
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|
2021
Q2 | $809K | Buy |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $420K | Hold |
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|
2020
Q3 | $376K | Hold |
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|
2020
Q2 | $346K | Hold |
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|
2020
Q1 | $289K | Hold |
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|
2019
Q4 | $361K | Hold |
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|
2019
Q3 | $333K | Hold |
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|
2019
Q2 | $329K | Buy |
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|
2019
Q1 | $223K | Buy |
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