Spruce Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $5.12M | Hold |
|
|||||
|
2016
Q4 | $4.85M | Hold |
|
|||||
|
2016
Q3 | $4.69M | Buy |
|
|||||
|
2016
Q2 | $3.38M | Sell |
|
|||||
|
2016
Q1 | $3.74M | Sell |
|
|||||
|
2015
Q4 | $11.8M | Sell |
|
|||||
|
2015
Q3 | $37.2M | Buy |
|
|||||
|
2015
Q2 | $6.15M | Hold |
|
|||||
|
2015
Q1 | $6.16M | Sell |
|
|||||
|
2014
Q4 | $10.4M | Buy |
|
|||||
|
2014
Q3 | $5.86M | Sell |
|
|||||
|
2014
Q2 | $6.69M | Buy |
|
|||||
|
2014
Q1 | $5.95M | Sell |
|
|||||
|
2013
Q4 | $8.57M | Sell |
|
|||||
|
2013
Q3 | $11M | Buy |
|
|||||
|
2013
Q2 | $1.41M | Buy |
|