Stack Financial 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 | $897K | Sell |
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|
2025
Q2 | $851K | Hold |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $947K | Buy |
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|
2024
Q3 | $889K | Buy |
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|
2024
Q2 | $838K | Sell |
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|
2024
Q1 | $812K | Sell |
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|
2023
Q4 | $782K | Buy |
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|
2023
Q3 | $703K | Sell |
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|
2023
Q2 | $733K | Sell |
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|
2023
Q1 | $931K | Sell |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $945K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $1.59M | Sell |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.26M | Sell |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $835K | Sell |
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|
2020
Q2 | $826K | Buy |
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|
2020
Q1 | $665K | Sell |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $992K | Buy |
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|
2019
Q2 | $883K | Buy |
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|
2019
Q1 | $538K | Sell |
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|
2018
Q4 | $2.21M | Buy |
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|
2018
Q3 | $742K | Buy |
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|
2018
Q2 | $646K | Buy |
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|
2018
Q1 | $536K | Sell |
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|
2017
Q4 | $587K | Sell |
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|
2017
Q3 | $560K | Buy |
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|
2017
Q2 | $499K | Buy |
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|
2017
Q1 | $412K | Sell |
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|
2016
Q4 | $410K | Buy |
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|
2016
Q3 | $315K | Sell |
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|
2016
Q2 | $319K | Buy |
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|
2016
Q1 | $263K | Sell |
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|
2015
Q4 | $263K | Buy |
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|
2015
Q3 | $216K | Sell |
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|
2015
Q2 | $303K | Buy |
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|
2015
Q1 | $267K | Sell |
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|
2014
Q4 | $395K | Buy |
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|
2014
Q3 | $365K | Sell |
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|
2014
Q2 | $365K | Buy |
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|
2014
Q1 | $291K | Buy |
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