Shepherd Financial Partners’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
Q2 | $63.3M | Buy |
|
|||||
|
2025
Q1 | $57M | Sell |
|
|||||
|
2024
Q4 | $119M | Buy |
|
|||||
|
2024
Q3 | $116M | Buy |
|
|||||
|
2024
Q2 | $109M | Buy |
|
|||||
|
2024
Q1 | $104M | Buy |
|
|||||
|
2023
Q4 | $93.8M | Sell |
|
|||||
|
2023
Q3 | $86M | Sell |
|
|||||
|
2023
Q2 | $89.3M | Buy |
|
|||||
|
2023
Q1 | $82.3M | Sell |
|
|||||
|
2022
Q4 | $80.6M | Buy |
|
|||||
|
2022
Q3 | $74.8M | Buy |
|
|||||
|
2022
Q2 | $78.8M | Buy |
|
|||||
|
2022
Q1 | $91.9M | Buy |
|
|||||
|
2021
Q4 | $93.5M | Buy |
|
|||||
|
2021
Q3 | $77.2M | Buy |
|
|||||
|
2021
Q2 | $76.2M | Sell |
|
|||||
|
2021
Q1 | $76.8M | Sell |
|
|||||
|
2020
Q4 | $72.5M | Sell |
|
|||||
|
2020
Q3 | $74.6M | Sell |
|
|||||
|
2020
Q2 | $71.1M | Buy |
|
|||||
|
2020
Q1 | $59M | Sell |
|
|||||
|
2019
Q4 | $77.7M | Buy |
|
|||||
|
2019
Q3 | $71M | Sell |
|
|||||
|
2019
Q2 | $105M | Buy |
|
|||||
|
2019
Q1 | $99.6M | Buy |
|
|||||
|
2018
Q4 | $87.9M | Buy |
|
|||||
|
2018
Q3 | $90M | Sell |
|
|||||
|
2018
Q2 | $90.3M | Buy |
|
|||||
|
2018
Q1 | $85.2M | Buy |
|
|||||
|
2017
Q4 | $84.9M | Sell |
|
|||||
|
2017
Q3 | $83.6M | Buy |
|
|||||
|
2017
Q2 | $78.2M | Buy |
|
|||||
|
2017
Q1 | $72.7M | Buy |
|
|||||
|
2016
Q4 | $65.1M | Buy |
|