3IP
3Chopt Investment Partners’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 | $1.35M | Sell |
2,184
-12
| -0.5% | -$7.44K | 0.33% | 70 |
|
|
2025
Q1 | $1.23M | Buy |
+2,196
| New | +$1.23M | 0.32% | 76 |
|
|
2024
Q3 | – | Sell |
-2,203
| Closed | -$1.2M | – | 163 |
|
|
2024
Q2 | $1.2M | Buy |
+2,203
| New | +$1.2M | 0.37% | 64 |
|
|
2024
Q1 | – | Sell |
-2,179
| Closed | -$1.04M | – | 148 |
|
|
2023
Q4 | $1.04M | Buy |
+2,179
| New | +$1.04M | 0.38% | 66 |
|
|
2023
Q3 | – | Sell |
-2,143
| Closed | -$953K | – | 123 |
|
|
2023
Q2 | $953K | Buy |
2,143
+43
| +2% | +$19.1K | 0.48% | 60 |
|
|
2023
Q1 | $863K | Hold |
2,100
| – | – | 0.46% | 63 |
|
|
2022
Q4 | $807K | Buy |
+2,100
| New | +$807K | 0.44% | 58 |
|