Wilkins Investment Counsel’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Sell |
1,499
-148
| -9% | -$91.4K | 0.13% | 78 |
|
|
2025
Q1 | $921K | Buy |
1,647
+551
| +50% | +$308K | 0.13% | 80 |
|
|
2024
Q4 | $642K | Hold |
1,096
| – | – | 0.09% | 93 |
|
|
2024
Q3 | $629K | Hold |
1,096
| – | – | 0.09% | 95 |
|
|
2024
Q2 | $596K | Hold |
1,096
| – | – | 0.09% | 94 |
|
|
2024
Q1 | $573K | Sell |
1,096
-200
| -15% | -$105K | 0.08% | 92 |
|
|
2023
Q4 | $616K | Buy |
+1,296
| New | +$616K | 0.15% | 58 |
|