Summit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $9.61M | Buy |
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|
2023
Q3 | $8.46M | Buy |
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|
2023
Q2 | $8.64M | Sell |
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|
2023
Q1 | $8.09M | Sell |
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|
2022
Q4 | $7.7M | Sell |
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|
2022
Q3 | $7.45M | Buy |
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|
2022
Q2 | $6.64M | Buy |
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|
2022
Q1 | $7.93M | Buy |
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|
2021
Q4 | $8.01M | Buy |
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|
2021
Q3 | $6.19M | Buy |
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|
2021
Q2 | $4.76M | Buy |
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|
2021
Q1 | $4.33M | Buy |
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|
2020
Q4 | $4M | Buy |
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|
2020
Q3 | $3.33M | Buy |
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|
2020
Q2 | $2.76M | Buy |
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|
2020
Q1 | $2.16M | Buy |
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|
2019
Q4 | $2.62M | Sell |
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|
2019
Q3 | $2.48M | Sell |
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|
2019
Q2 | $2.54M | Buy |
|