Stephen W. Kidder’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 | $942K | Sell |
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|
2025
Q1 | $867K | Sell |
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|
2024
Q4 | $955K | Buy |
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|
2024
Q3 | $889K | Hold |
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|
2024
Q2 | $844K | Sell |
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $832K | Sell |
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|
2023
Q3 | $757K | Sell |
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|
2023
Q2 | $789K | Sell |
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|
2023
Q1 | $757K | Hold |
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|
2022
Q4 | $707K | Sell |
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|
2022
Q3 | $826K | Sell |
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|
2022
Q2 | $953K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.42M | Sell |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.37M | Sell |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $1.33M | Hold |
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|
2020
Q1 | $1.11M | Buy |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.23M | Sell |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.27M | Sell |
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|
2018
Q3 | $1.55M | Hold |
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|
2018
Q2 | $1.45M | Sell |
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|
2018
Q1 | $1.47M | Sell |
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|
2017
Q4 | $1.71M | Sell |
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|
2017
Q3 | $1.73M | Hold |
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|
2017
Q2 | $1.67M | Hold |
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|
2017
Q1 | $1.63M | Hold |
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|
2016
Q4 | $1.54M | Hold |
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|
2016
Q3 | $1.49M | Buy |
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|
2016
Q2 | $1.27M | Sell |
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|
2016
Q1 | $1.35M | Sell |
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|
2015
Q4 | $1.51M | Hold |
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|
2015
Q3 | $1.42M | Sell |
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|
2015
Q2 | $1.53M | Sell |
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|
2015
Q1 | $1.54M | Hold |
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|
2014
Q4 | $1.53M | Buy |
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|
2014
Q3 | $1.28M | Buy |
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