Alan N. Hoffman Investment 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 | $495K | Sell |
801
-64
| -7% | -$39.5K | 0.24% | 10 |
|
|
2025
Q1 | $484K | Hold |
865
| – | – | 0.25% | 10 |
|
|
2024
Q4 | $507K | Buy |
865
+94
| +12% | +$55.1K | 0.23% | 10 |
|
|
2024
Q3 | $442K | Buy |
771
+75
| +11% | +$43K | 0.21% | 10 |
|
|
2024
Q2 | $379K | Sell |
696
-47
| -6% | -$25.6K | 0.19% | 11 |
|
|
2024
Q1 | $389K | Buy |
743
+21
| +3% | +$11K | 0.22% | 12 |
|
|
2023
Q4 | $343K | Hold |
722
| – | – | 0.19% | 11 |
|
|
2023
Q3 | $309K | Buy |
722
+162
| +29% | +$69.3K | 0.2% | 11 |
|
|
2023
Q2 | $248K | Buy |
+560
| New | +$248K | 0.15% | 13 |
|