YHB Investment Advisors’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 | $18M | Buy |
29,133
+201
| +0.7% | +$124K | 1.39% | 15 |
|
|
2025
Q1 | $16.2M | Sell |
28,932
-1,433
| -5% | -$802K | 1.35% | 16 |
|
|
2024
Q4 | $17.8M | Buy |
30,365
+1,066
| +4% | +$625K | 1.46% | 14 |
|
|
2024
Q3 | $16.8M | Sell |
29,299
-288
| -1% | -$165K | 1.39% | 17 |
|
|
2024
Q2 | $16.1M | Buy |
29,587
+87
| +0.3% | +$47.3K | 1.39% | 16 |
|
|
2024
Q1 | $15.4M | Sell |
29,500
-419
| -1% | -$219K | 1.37% | 16 |
|
|
2023
Q4 | $14.2M | Sell |
29,919
-257
| -0.9% | -$122K | 1.38% | 16 |
|
|
2023
Q3 | $12.9M | Buy |
30,176
+121
| +0.4% | +$51.7K | 1.19% | 19 |
|
|
2023
Q2 | $13.3M | Sell |
30,055
-721
| -2% | -$320K | 1.24% | 17 |
|
|
2023
Q1 | $12.6M | Sell |
30,776
-19,092
| -38% | -$7.82M | 1.26% | 17 |
|
|
2022
Q4 | $19.1M | Buy |
49,868
+26,822
| +116% | +$10.3M | 2.03% | 9 |
|
|
2022
Q3 | $8.23M | Buy |
23,046
+158
| +0.7% | +$56.4K | 0.92% | 27 |
|
|
2022
Q2 | $8.63M | Sell |
22,888
-98
| -0.4% | -$37K | 0.91% | 28 |
|
|
2022
Q1 | $10.4M | Sell |
22,986
-701
| -3% | -$317K | 0.92% | 28 |
|
|
2021
Q4 | $11.3M | Sell |
23,687
-2,342
| -9% | -$1.11M | 0.89% | 28 |
|
|
2021
Q3 | $11.2M | Buy |
26,029
+203
| +0.8% | +$87.1K | 0.96% | 25 |
|
|
2021
Q2 | $11.1M | Sell |
25,826
-305
| -1% | -$131K | 0.94% | 29 |
|
|
2021
Q1 | $10.9M | Buy |
26,131
+138
| +0.5% | +$57.6K | 0.94% | 29 |
|
|
2020
Q4 | $9.72M | Buy |
25,993
+921
| +4% | +$344K | 0.92% | 29 |
|
|
2020
Q3 | $8.4M | Buy |
+25,072
| New | +$8.4M | 0.91% | 31 |
|