Welch Capital Partners’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 | $139M | Sell |
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|
2025
Q2 | $129M | Sell |
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|
2025
Q1 | $120M | Sell |
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|
2024
Q4 | $137M | Buy |
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|
2024
Q3 | $123M | Hold |
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|
2024
Q2 | $117M | Hold |
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|
2024
Q1 | $112M | Sell |
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|
2023
Q4 | $102M | Sell |
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|
2023
Q3 | $91.9M | Sell |
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|
2023
Q2 | $101M | Sell |
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|
2023
Q1 | $93.4M | Sell |
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|
2022
Q4 | $87.3M | Sell |
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|
2022
Q3 | $82M | Sell |
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|
2022
Q2 | $86.8M | Sell |
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|
2022
Q1 | $104M | Sell |
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|
2021
Q4 | $109M | Sell |
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|
2021
Q3 | $99M | Sell |
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|
2021
Q2 | $98.8M | Sell |
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|
2021
Q1 | $92.2M | Sell |
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|
2020
Q4 | $87.1M | Sell |
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|
2020
Q3 | $88.8M | Sell |
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|
2020
Q2 | $82.8M | Hold |
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|
2020
Q1 | $69.3M | Sell |
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|
2019
Q4 | $178M | Buy |
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|
2019
Q3 | $156M | Sell |
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|
2019
Q2 | $154M | Hold |
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|
2019
Q1 | $149M | Buy |
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|
2018
Q4 | $129M | Buy |
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|
2018
Q3 | $32.7M | Hold |
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|
2018
Q2 | $30.5M | Hold |
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|
2018
Q1 | $29.6M | Buy |
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|
2017
Q4 | $27.1M | Sell |
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|
2017
Q3 | $25.8M | Sell |
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|
2017
Q2 | $25.8M | Sell |
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|
2017
Q1 | $40.3M | Buy |
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|
2016
Q4 | $21.8M | Buy |
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|
2016
Q3 | $1.07M | Sell |
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|
2016
Q2 | $3.48M | Buy |
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|
2016
Q1 | $1.01M | Hold |
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|
2015
Q4 | $1.01M | Hold |
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|
2015
Q3 | $947K | Sell |
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|
2015
Q2 | $1.04M | Hold |
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|
2015
Q1 | $1.04M | Hold |
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|
2014
Q4 | $1.04M | Sell |
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|
2014
Q3 | $1.02M | Buy |
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|
2014
Q2 | $990K | Hold |
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|
2014
Q1 | $946K | Buy |
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|
2013
Q4 | $530K | Buy |
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|
2013
Q3 | $254K | Buy |
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|
2013
Q2 | $202K | Buy |
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