Zuckerman Investment Group’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 | $916K | Buy |
1,483
+34
| +2% | +$21K | 0.09% | 81 |
|
|
2025
Q1 | $811K | Buy |
1,449
+12
| +0.8% | +$6.71K | 0.09% | 85 |
|
|
2024
Q4 | $859K | Sell |
1,437
-276
| -16% | -$165K | 0.08% | 80 |
|
|
2024
Q3 | $983K | Buy |
1,713
+484
| +39% | +$278K | 0.1% | 76 |
|
|
2024
Q2 | $669K | Hold |
1,229
| – | – | 0.08% | 83 |
|
|
2024
Q1 | $643K | Hold |
1,229
| – | – | 0.07% | 83 |
|
|
2023
Q4 | $584K | Hold |
1,229
| – | – | 0.08% | 81 |
|
|
2023
Q3 | $525K | Buy |
+1,229
| New | +$525K | 0.08% | 80 |
|