Tarbox 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
Q3 | $514K | Sell |
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|
2025
Q2 | $481K | Sell |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $481K | Buy |
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|
2024
Q3 | $471K | Sell |
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|
2024
Q2 | $447K | Hold |
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|
2024
Q1 | $429K | Buy |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $413K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $709K | Sell |
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|
2022
Q2 | $722K | Buy |
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|
2022
Q1 | $848K | Sell |
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|
2021
Q4 | $909K | Hold |
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|
2021
Q3 | $821K | Sell |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $999K | Sell |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $866K | Buy |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.08M | Hold |
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|
2018
Q4 | $956K | Sell |
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|
2018
Q3 | $1.11M | Sell |
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|
2018
Q2 | $1.22M | Hold |
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|
2018
Q1 | $1.18M | Buy |
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|
2017
Q4 | $212K | Buy |
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|
2017
Q3 | $193K | Sell |
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|
2017
Q2 | $227K | Sell |
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|
2017
Q1 | $245K | Hold |
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|
2016
Q4 | $232K | Buy |
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|
2016
Q3 | $110K | Hold |
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|
2016
Q2 | $107K | Hold |
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|
2016
Q1 | $105K | Buy |
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|
2015
Q4 | $69K | Hold |
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|
2015
Q3 | $65K | Hold |
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|
2015
Q2 | $70K | Sell |
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|
2015
Q1 | $79K | Hold |
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|
2014
Q4 | $78K | Sell |
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|
2014
Q3 | $78K | Buy |
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|
2014
Q2 | $55K | Hold |
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|
2014
Q1 | $53K | Hold |
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|
2013
Q4 | $53K | Buy |
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