YLHM
Yelin Lapidot Holdings Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4M | Buy |
60,595
+5,185
| +9% | +$3.2M | 6.84% | 3 |
|
|
2025
Q1 | $31M | Sell |
55,410
-7,095
| -11% | -$3.97M | 5.99% | 3 |
|
|
2024
Q4 | $36.6M | Sell |
62,505
-10,258
| -14% | -$6.01M | 6.38% | 3 |
|
|
2024
Q3 | $41.7M | Sell |
72,763
-7,425
| -9% | -$4.26M | 6.88% | 2 |
|
|
2024
Q2 | $43.6M | Sell |
80,188
-13,442
| -14% | -$7.32M | 7.69% | 2 |
|
|
2024
Q1 | $49M | Buy |
93,630
+2,708
| +3% | +$1.42M | 10.07% | 1 |
|
|
2023
Q4 | $43.2M | Buy |
90,922
+3,205
| +4% | +$1.52M | 10.43% | 1 |
|
|
2023
Q3 | $37.6M | Buy |
+87,717
| New | +$37.6M | 9.24% | 1 |
|