Sequent Asset Management’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
$13.3M Hold
2025
Q2
$12.4M Buy
2025
Q1
$7.21M Buy
2024
Q4
$3.88M Buy
2024
Q3
$3.65M Buy
2024
Q2
$2.69M Buy
2024
Q1
$2.53M Sell
2023
Q4
$2.58M Sell
2023
Q3
$3.64M Buy
2023
Q2
$3.59M Buy
2023
Q1
$2.35M Sell
2022
Q4
$3.21M Buy
2022
Q3
$1.98M Sell
2022
Q2
$2.09M Sell
2022
Q1
$2.55M Sell
2021
Q4
$2.77M Sell
2021
Q3
$2.51M Buy
2021
Q2
$1.08M Buy
2021
Q1
$760K Buy
2020
Q4
$500K Hold
2020
Q3
$447K Buy
2020
Q2
$409K Sell
2020
Q1
$347K Buy
2019
Q4
$223K Buy