Zevin Asset 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
Q2 | $10.2M | Buy |
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|
2025
Q1 | $8.83M | Sell |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $10M | Buy |
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|
2024
Q2 | $9.09M | Buy |
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|
2024
Q1 | $8.42M | Sell |
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|
2023
Q4 | $7.7M | Buy |
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|
2023
Q3 | $6.76M | Buy |
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|
2023
Q2 | $571K | Hold |
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|
2023
Q1 | $528K | Hold |
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|
2022
Q4 | $493K | Sell |
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|
2022
Q3 | $576K | Hold |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $663K | Hold |
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|
2021
Q4 | $698K | Hold |
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|
2021
Q3 | $630K | Hold |
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|
2021
Q2 | $629K | Hold |
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|
2021
Q1 | $582K | Hold |
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|
2020
Q4 | $549K | Buy |
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|
2020
Q3 | $447K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $281K | Buy |
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