Vanguard Personalized Indexing Management’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
$7.84M Buy
2025
Q2
$5.26M Sell
2025
Q1
$4.9M Buy
2024
Q4
$4.77M Buy
2024
Q3
$4.49M Buy
2024
Q2
$4.06M Buy
2024
Q1
$3.82M Buy
2023
Q4
$3.23M Buy
2023
Q3
$2.09M Buy
2023
Q2
$1.06M Sell
2023
Q1
$2.52M Buy
2022
Q4
$987K Sell
2022
Q3
$995K Sell
2022
Q2
$1.07M Buy
2022
Q1
$1.01M Sell
2021
Q4
$1.75M Buy
2021
Q3
$733K Sell
2021
Q2
$737K Buy
2021
Q1
$581K Sell
2020
Q4
$801K Buy