Williams Jones Wealth 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 | $24.8M | Sell |
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|
2025
Q2 | $23.7M | Sell |
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|
2025
Q1 | $22.4M | Sell |
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|
2024
Q4 | $25.3M | Sell |
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|
2024
Q3 | $36M | Sell |
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|
2024
Q2 | $34.4M | Sell |
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|
2024
Q1 | $33.1M | Buy |
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|
2023
Q4 | $29.8M | Sell |
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|
2023
Q3 | $27.2M | Sell |
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|
2023
Q2 | $28.9M | Sell |
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|
2023
Q1 | $38.2M | Buy |
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|
2022
Q4 | $35.2M | Sell |
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|
2022
Q3 | $45.7M | Buy |
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|
2022
Q2 | $47.9M | Sell |
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|
2022
Q1 | $58.5M | Sell |
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|
2021
Q4 | $69.8M | Buy |
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|
2021
Q3 | $62.9M | Buy |
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|
2021
Q2 | $62.5M | Buy |
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|
2021
Q1 | $56.2M | Buy |
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|
2020
Q4 | $51.5M | Sell |
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|
2020
Q3 | $49.3M | Sell |
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|
2020
Q2 | $47.5M | Buy |
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|
2020
Q1 | $32.5M | Sell |
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|
2019
Q4 | $80.8M | Buy |
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|
2019
Q3 | $73.6M | Buy |
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