Alpha Financial Advisors’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 | $613K | Buy |
992
+2
| +0.2% | +$1.24K | 0.24% | 28 |
|
|
2025
Q1 | $554K | Buy |
990
+8
| +0.8% | +$4.48K | 0.25% | 21 |
|
|
2024
Q4 | $576K | Buy |
982
+5
| +0.5% | +$2.93K | 0.26% | 21 |
|
|
2024
Q3 | $561K | Buy |
977
+9
| +0.9% | +$5.17K | 0.25% | 20 |
|
|
2024
Q2 | $527K | Buy |
968
+5
| +0.5% | +$2.72K | 0.25% | 20 |
|
|
2024
Q1 | $504K | Buy |
963
+9
| +0.9% | +$4.71K | 0.24% | 21 |
|
|
2023
Q4 | $454K | Buy |
954
+397
| +71% | +$189K | 0.23% | 22 |
|
|
2023
Q3 | $238K | Buy |
557
+7
| +1% | +$2.99K | 0.15% | 35 |
|
|
2023
Q2 | $244K | Buy |
550
+5
| +0.9% | +$2.22K | 0.15% | 36 |
|
|
2023
Q1 | $223K | Buy |
545
+8
| +1% | +$3.27K | 0.15% | 38 |
|
|
2022
Q4 | $205K | Buy |
+537
| New | +$205K | 0.18% | 41 |
|