AG
Advocate Group’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 | $543K | Hold |
879
| – | – | 0.1% | 90 |
|
|
2025
Q1 | $492K | Hold |
879
| – | – | 0.09% | 91 |
|
|
2024
Q4 | $515K | Hold |
879
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $504K | Hold |
879
| – | – | 0.09% | 92 |
|
|
2024
Q2 | $478K | Hold |
879
| – | – | 0.1% | 95 |
|
|
2024
Q1 | $460K | Hold |
879
| – | – | 0.09% | 97 |
|
|
2023
Q4 | $418K | Hold |
879
| – | – | 0.09% | 97 |
|
|
2023
Q3 | $376K | Hold |
879
| – | – | 0.09% | 96 |
|
|
2023
Q2 | $390K | Hold |
879
| – | – | 0.09% | 100 |
|
|
2023
Q1 | $360K | Sell |
879
-23
| -3% | -$9.41K | 0.08% | 101 |
|
|
2022
Q4 | $345K | Hold |
902
| – | – | 0.07% | 102 |
|
|
2022
Q3 | $322K | Hold |
902
| – | – | 0.08% | 94 |
|
|
2022
Q2 | $340K | Buy |
+902
| New | +$340K | 0.08% | 99 |
|