Summit Asset 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
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.82M | Sell |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $1.68M | Sell |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $1.3M | Hold |
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|
2023
Q1 | $1.2M | Hold |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $693K | Buy |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $289K | Sell |
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|
2019
Q3 | $276K | Sell |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $290K | Buy |
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|
2018
Q4 | $244K | Hold |
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|
2018
Q3 | $284K | Buy |
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