Vanguard Personalized Indexing Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Sell |
8,481
-283
| -3% | -$175K | 0.06% | 278 |
|
|
2025
Q1 | $4.9M | Buy |
8,764
+634
| +8% | +$355K | 0.07% | 245 |
|
|
2024
Q4 | $4.77M | Buy |
8,130
+299
| +4% | +$175K | 0.07% | 226 |
|
|
2024
Q3 | $4.49M | Buy |
7,831
+377
| +5% | +$216K | 0.07% | 247 |
|
|
2024
Q2 | $4.06M | Buy |
7,454
+159
| +2% | +$86.5K | 0.08% | 224 |
|
|
2024
Q1 | $3.82M | Buy |
7,295
+493
| +7% | +$258K | 0.08% | 220 |
|
|
2023
Q4 | $3.23M | Buy |
6,802
+1,914
| +39% | +$910K | 0.08% | 221 |
|
|
2023
Q3 | $2.09M | Buy |
4,888
+2,486
| +103% | +$1.06M | 0.06% | 304 |
|
|
2023
Q2 | $1.06M | Sell |
2,402
-3,760
| -61% | -$1.67M | 0.03% | 542 |
|
|
2023
Q1 | $2.52M | Buy |
6,162
+3,580
| +139% | +$1.47M | 0.09% | 232 |
|
|
2022
Q4 | $987K | Sell |
2,582
-203
| -7% | -$77.6K | 0.04% | 504 |
|
|
2022
Q3 | $995K | Sell |
2,785
-56
| -2% | -$20K | 0.05% | 480 |
|
|
2022
Q2 | $1.07M | Buy |
2,841
+594
| +26% | +$224K | 0.05% | 432 |
|
|
2022
Q1 | $1.02M | Sell |
2,247
-1,440
| -39% | -$650K | 0.05% | 444 |
|
|
2021
Q4 | $1.75M | Buy |
3,687
+1,979
| +116% | +$940K | 0.1% | 197 |
|
|
2021
Q3 | $733K | Sell |
1,708
-13
| -0.8% | -$5.58K | 0.07% | 332 |
|
|
2021
Q2 | $737K | Buy |
1,721
+254
| +17% | +$109K | 0.08% | 324 |
|
|
2021
Q1 | $581K | Sell |
1,467
-676
| -32% | -$268K | 0.09% | 275 |
|
|
2020
Q4 | $801K | Buy |
+2,143
| New | +$801K | 0.17% | 129 |
|