Whittier Trust’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 | $262M | Buy |
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|
2025
Q1 | $237M | Sell |
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|
2024
Q4 | $254M | Buy |
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|
2024
Q3 | $247M | Sell |
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|
2024
Q2 | $238M | Sell |
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|
2024
Q1 | $238M | Sell |
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|
2023
Q4 | $219M | Sell |
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|
2023
Q3 | $201M | Buy |
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|
2023
Q2 | $208M | Sell |
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|
2023
Q1 | $197M | Sell |
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|
2022
Q4 | $190M | Sell |
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|
2022
Q3 | $179M | Sell |
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|
2022
Q2 | $192M | Sell |
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|
2022
Q1 | $234M | Sell |
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|
2021
Q4 | $257M | Buy |
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|
2021
Q3 | $231M | Sell |
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|
2021
Q2 | $233M | Sell |
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|
2021
Q1 | $222M | Sell |
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|
2020
Q4 | $214M | Buy |
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|
2020
Q3 | $191M | Sell |
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|
2020
Q2 | $181M | Sell |
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|
2020
Q1 | $165M | Buy |
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|
2019
Q4 | $192M | Sell |
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|
2019
Q3 | $179M | Sell |
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|
2019
Q2 | $184M | Sell |
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|
2019
Q1 | $179M | Sell |
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|
2018
Q4 | $159M | Sell |
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|
2018
Q3 | $191M | Sell |
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|
2018
Q2 | $188M | Sell |
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|
2018
Q1 | $185M | Buy |
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|
2017
Q4 | $186M | Sell |
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|
2017
Q3 | $178M | Sell |
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|
2017
Q2 | $174M | Buy |
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|
2017
Q1 | $169M | Sell |
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|
2016
Q4 | $174M | Buy |
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|
2016
Q3 | $160M | Sell |
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|
2016
Q2 | $161M | Sell |
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|
2016
Q1 | $159M | Sell |
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|
2015
Q4 | $163M | Buy |
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|
2015
Q3 | $144M | Buy |
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|
2015
Q2 | $151M | Sell |
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|
2015
Q1 | $152M | Buy |
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|
2014
Q4 | $151M | Buy |
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|
2014
Q3 | $142M | Buy |
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|
2014
Q2 | $132M | Buy |
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|
2014
Q1 | $120M | Buy |
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|
2013
Q4 | $118M | Sell |
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|
2013
Q3 | $111M | Sell |
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|
2013
Q2 | $106M | Buy |
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