Alpha Financial Partners’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 | $1.31M | Hold |
2,123
| – | – | 0.94% | 17 |
|
|
2025
Q1 | $1.19M | Hold |
2,123
| – | – | 0.95% | 17 |
|
|
2024
Q4 | $1.24M | Buy |
2,123
+1,094
| +106% | +$641K | 0.98% | 15 |
|
|
2024
Q3 | $590K | Sell |
1,029
-1,094
| -52% | -$628K | 0.42% | 49 |
|
|
2024
Q2 | $1.16M | Sell |
2,123
-27
| -1% | -$14.7K | 1% | 18 |
|
|
2024
Q1 | $1.12M | Buy |
2,150
+15
| +0.7% | +$7.85K | 1.02% | 14 |
|
|
2023
Q4 | $1.01M | Buy |
2,135
+13
| +0.6% | +$6.18K | 1% | 14 |
|
|
2023
Q3 | $907K | Hold |
2,122
| – | – | 1.05% | 16 |
|
|
2023
Q2 | $940K | Sell |
2,122
-2
| -0.1% | -$886 | 1% | 20 |
|
|
2023
Q1 | $869K | Sell |
2,124
-15
| -0.7% | -$6.14K | 0.98% | 19 |
|
|
2022
Q4 | $818K | Buy |
+2,139
| New | +$818K | 0.99% | 21 |
|