Thomas Story & Son’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 | $217K | Sell |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $230K | Hold |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $383K | Hold |
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|
2023
Q1 | $354K | Hold |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $652K | Sell |
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|
2021
Q4 | $786K | Sell |
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|
2021
Q3 | $850K | Hold |
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|
2021
Q2 | $848K | Hold |
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|
2021
Q1 | $785K | Hold |
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|
2020
Q4 | $740K | Hold |
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|
2020
Q3 | $663K | Hold |
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|
2020
Q2 | $611K | Hold |
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|
2020
Q1 | $510K | Hold |
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|
2019
Q4 | $637K | Hold |
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|
2019
Q3 | $588K | Hold |
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|
2019
Q2 | $580K | Hold |
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|
2019
Q1 | $559K | Hold |
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|
2018
Q4 | $495K | Hold |
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|
2018
Q3 | $576K | Hold |
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|
2018
Q2 | $537K | Hold |
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|
2018
Q1 | $521K | Hold |
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|
2017
Q4 | $528K | Hold |
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|
2017
Q3 | $497K | Hold |
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|
2017
Q2 | $479K | Hold |
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|
2017
Q1 | $467K | Hold |
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|
2016
Q4 | $443K | Hold |
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|
2016
Q3 | $428K | Buy |
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