Stokes Family Office’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 | $2.85M | Buy |
|
|||||
|
2025
Q1 | $2.58M | Buy |
|
|||||
|
2024
Q4 | $2.69M | Buy |
|
|||||
|
2024
Q3 | $2.62M | Buy |
|
|||||
|
2024
Q2 | $2.32M | Buy |
|
|||||
|
2024
Q1 | $386K | Hold |
|
|||||
|
2023
Q4 | $351K | Sell |
|
|||||
|
2023
Q3 | $320K | Hold |
|
|||||
|
2023
Q2 | $332K | Buy |
|
|||||
|
2023
Q1 | $299K | Sell |
|
|||||
|
2022
Q4 | $290K | Buy |
|