Acima Private Wealth’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 | $617K | Hold |
999
| – | – | 0.21% | 66 |
|
|
2025
Q1 | $559K | Hold |
999
| – | – | 0.2% | 66 |
|
|
2024
Q4 | $585K | Hold |
999
| – | – | 0.2% | 70 |
|
|
2024
Q3 | $573K | Hold |
999
| – | – | 0.19% | 71 |
|
|
2024
Q2 | $544K | Hold |
999
| – | – | 0.2% | 73 |
|
|
2024
Q1 | $523K | Hold |
999
| – | – | 0.19% | 80 |
|
|
2023
Q4 | $475K | Hold |
999
| – | – | 0.19% | 83 |
|
|
2023
Q3 | $427K | Hold |
999
| – | – | 0.19% | 89 |
|
|
2023
Q2 | $443K | Hold |
999
| – | – | 0.21% | 85 |
|
|
2023
Q1 | $409K | Hold |
999
| – | – | 0.2% | 90 |
|
|
2022
Q4 | $382K | Hold |
999
| – | – | 0.2% | 90 |
|
|
2022
Q3 | $357K | Hold |
999
| – | – | 0.18% | 89 |
|
|
2022
Q2 | $377K | Hold |
999
| – | – | 0.19% | 90 |
|
|
2022
Q1 | $451K | Hold |
999
| – | – | 0.21% | 92 |
|
|
2021
Q4 | $474K | Hold |
999
| – | – | 0.2% | 87 |
|
|
2021
Q3 | $429K | Hold |
999
| – | – | 0.2% | 86 |
|
|
2021
Q2 | $428K | Hold |
999
| – | – | 0.2% | 90 |
|
|
2021
Q1 | $396K | Hold |
999
| – | – | 0.19% | 90 |
|
|
2020
Q4 | $374K | Hold |
999
| – | – | 0.19% | 86 |
|
|
2020
Q3 | $335K | Hold |
999
| – | – | 0.2% | 84 |
|
|
2020
Q2 | $308K | Hold |
999
| – | – | 0.2% | 91 |
|
|
2020
Q1 | $257K | Hold |
999
| – | – | 0.2% | 95 |
|
|
2019
Q4 | $322K | Hold |
999
| – | – | 0.22% | 101 |
|
|
2019
Q3 | $296K | Hold |
999
| – | – | 0.23% | 98 |
|
|
2019
Q2 | $293K | Hold |
999
| – | – | 0.23% | 95 |
|
|
2019
Q1 | $282K | Hold |
999
| – | – | 0.24% | 94 |
|
|
2018
Q4 | $250K | Buy |
+999
| New | +$250K | 0.24% | 93 |
|