Truepoint Inc’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 | $7.13M | Sell |
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|
2025
Q1 | $6.47M | Sell |
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|
2024
Q4 | $7.04M | Buy |
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|
2024
Q3 | $6.86M | Buy |
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|
2024
Q2 | $5.55M | Buy |
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|
2024
Q1 | $5.16M | Buy |
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|
2023
Q4 | $3.8M | Sell |
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|
2023
Q3 | $4.89M | Buy |
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|
2023
Q2 | $3.4M | Sell |
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|
2023
Q1 | $3.27M | Sell |
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|
2022
Q4 | $3.35M | Sell |
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|
2022
Q3 | $3.7M | Hold |
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|
2022
Q2 | $3.91M | Hold |
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|
2022
Q1 | $4.68M | Hold |
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|
2021
Q4 | $4.92M | Sell |
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|
2021
Q3 | $4.48M | Hold |
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|
2021
Q2 | $4.47M | Buy |
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|
2021
Q1 | $3.96M | Sell |
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|
2020
Q4 | $3.78M | Sell |
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|
2020
Q3 | $3.47M | Buy |
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|
2020
Q2 | $3.12M | Sell |
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|
2020
Q1 | $3.32M | Buy |
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|
2019
Q4 | $3.68M | Sell |
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|
2019
Q3 | $3.69M | Sell |
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|
2019
Q2 | $3.74M | Sell |
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|
2019
Q1 | $3.98M | Buy |
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|
2018
Q4 | $3.09M | Sell |
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|
2018
Q3 | $4.11M | Buy |
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|
2018
Q2 | $3.61M | Buy |
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|
2018
Q1 | $13.3K | Sell |
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|
2017
Q4 | $5.72M | Sell |
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|
2017
Q3 | $5.45M | Hold |
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|
2017
Q2 | $5.37M | Buy |
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|
2017
Q1 | $4.73M | Sell |
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|
2016
Q4 | $4.63M | Buy |
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|
2016
Q3 | $1.24M | Buy |
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|
2016
Q2 | $808K | Sell |
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|
2016
Q1 | $796K | Buy |
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|
2015
Q4 | $561K | Buy |
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|
2015
Q3 | $507K | Sell |
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|
2015
Q2 | $546K | Buy |
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|
2015
Q1 | $540K | Sell |
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|
2014
Q4 | $634K | Buy |
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|
2014
Q3 | $531K | Buy |
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