Alliance Wealth Management Group’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 | $539K | Hold |
872
| – | – | 0.14% | 59 |
|
|
2025
Q1 | $488K | Hold |
872
| – | – | 0.13% | 59 |
|
|
2024
Q4 | $511K | Buy |
872
+30
| +4% | +$17.6K | 0.14% | 57 |
|
|
2024
Q3 | $483K | Buy |
842
+12
| +1% | +$6.89K | 0.13% | 57 |
|
|
2024
Q2 | $452K | Hold |
830
| – | – | 0.13% | 57 |
|
|
2024
Q1 | $434K | Buy |
+830
| New | +$434K | 0.13% | 58 |
|
|
2016
Q1 | – | Sell |
-91,273
| Closed | -$18.6M | – | 41 |
|
|
2015
Q4 | $18.6M | Buy |
+91,273
| New | +$18.6M | 17.74% | 1 |
|