Able Wealth Management’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 | $1.85M | Buy |
3,001
+163
| +6% | +$101K | 0.94% | 29 |
|
|
2025
Q1 | $1.59M | Buy |
2,838
+236
| +9% | +$132K | 0.94% | 30 |
|
|
2024
Q4 | $1.53M | Buy |
2,602
+118
| +5% | +$69.2K | 1% | 25 |
|
|
2024
Q3 | $1.43M | Buy |
2,484
+59
| +2% | +$33.9K | 1.08% | 18 |
|
|
2024
Q2 | $1.32M | Sell |
2,425
-58
| -2% | -$31.6K | 1.09% | 21 |
|
|
2024
Q1 | $1.3M | Buy |
2,483
+41
| +2% | +$21.4K | 1.13% | 20 |
|
|
2023
Q4 | $1.16M | Buy |
+2,442
| New | +$1.16M | 1.05% | 20 |
|