Zuckerman Investment Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Zuckerman Investment Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$988K	Hold
2025 Q2	$916K	Buy
2025 Q1	$811K	Buy
2024 Q4	$859K	Sell
2024 Q3	$983K	Buy
2024 Q2	$669K	Hold
2024 Q1	$643K	Hold
2023 Q4	$584K	Hold
2023 Q3	$525K	Buy