Security National Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $12.8M | Buy |
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|
2021
Q1 | $11.8M | Buy |
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|
2020
Q4 | $11M | Sell |
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|
2020
Q3 | $9.88M | Buy |
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|
2020
Q2 | $8.77M | Buy |
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|
2020
Q1 | $7.06M | Sell |
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|
2019
Q4 | $8.85M | Sell |
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|
2019
Q3 | $8.2M | Sell |
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|
2019
Q2 | $8.2M | Sell |
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|
2019
Q1 | $7.96M | Sell |
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|
2018
Q4 | $8.26M | Hold |
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|
2018
Q3 | $9.61M | Sell |
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|
2018
Q2 | $8.97M | Sell |
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|
2018
Q1 | $8.96M | Sell |
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|
2017
Q4 | $10M | Sell |
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|
2017
Q3 | $9.82M | Buy |
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|
2017
Q2 | $9.27M | Sell |
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|
2017
Q1 | $9.29M | Buy |
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|
2016
Q4 | $5.28M | Buy |
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|
2016
Q3 | $5.01M | Sell |
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|
2016
Q2 | $5M | Buy |
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|
2016
Q1 | $4.66M | Sell |
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|
2015
Q4 | $4.63M | Sell |
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|
2015
Q3 | $4.38M | Buy |
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|
2015
Q2 | $4.4M | Buy |
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|
2015
Q1 | $4.28M | Buy |
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|
2014
Q4 | $3.94M | Buy |
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|
2014
Q3 | $1.4M | Buy |
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|
2014
Q2 | $380K | Hold |
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|
2014
Q1 | $364K | Sell |
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|
2013
Q4 | $418K | Hold |
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|
2013
Q3 | $380K | Buy |
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|
2013
Q2 | $32K | Buy |
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