Vision Capital 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
Q2 | $547K | Buy |
|
|||||
|
2025
Q1 | $431K | Sell |
|
|||||
|
2024
Q4 | $611K | Buy |
|
|||||
|
2024
Q3 | $534K | Buy |
|
|||||
|
2024
Q2 | $445K | Sell |
|
|||||
|
2024
Q1 | $432K | Sell |
|
|||||
|
2023
Q4 | $431K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $297K | Hold |
|
|||||
|
2023
Q1 | $274K | Sell |
|
|||||
|
2022
Q4 | $265K | Sell |
|
|||||
|
2022
Q3 | $278K | Buy |
|
|||||
|
2022
Q2 | $261K | Sell |
|
|||||
|
2022
Q1 | $350K | Buy |
|
|||||
|
2021
Q4 | $367K | Sell |
|
|||||
|
2021
Q3 | $339K | Hold |
|
|||||
|
2021
Q2 | $338K | Hold |
|
|||||
|
2021
Q1 | $313K | Hold |
|
|||||
|
2020
Q4 | $295K | Sell |
|
|||||
|
2020
Q3 | $275K | Hold |
|
|||||
|
2020
Q2 | $253K | Sell |
|
|||||
|
2020
Q1 | $278K | Buy |
|
|||||
|
2019
Q4 | $296K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $292K | Buy |
|