Summit Global Investments’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
$853K Buy
2025
Q2
$568K Buy
2025
Q1
$505K Buy
2024
Q4
$420K Sell
2024
Q3
$2.47M Buy
2024
Q2
$2.15M Sell
2024
Q1
$2.09M Sell
2023
Q4
$1.98M Buy
2023
Q3
$1.53M Hold
2023
Q2
$1.59M Sell
2023
Q1
$1.48M Buy
2022
Q4
$1.38M Buy
2022
Q3
$607K Hold
2022
Q2
$641K Sell
2022
Q1
$1.8M Hold
2021
Q4
$1.89M Hold
2021
Q3
$1.71M Buy
2021
Q2
$395K Buy
2021
Q1
$209K Buy