Altus Wealth 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 | $1.06M | Buy |
1,709
+428
| +33% | +$264K | 0.47% | 45 |
|
|
2025
Q1 | $717K | Buy |
1,281
+13
| +1% | +$7.27K | 0.34% | 61 |
|
|
2024
Q4 | $743K | Sell |
1,268
-377
| -23% | -$221K | 0.33% | 69 |
|
|
2024
Q3 | $944K | Buy |
1,645
+462
| +39% | +$265K | 0.4% | 56 |
|
|
2024
Q2 | $644K | Sell |
1,183
-2,047
| -63% | -$1.11M | 0.32% | 65 |
|
|
2024
Q1 | $1.69M | Buy |
3,230
+419
| +15% | +$219K | 0.85% | 31 |
|
|
2023
Q4 | $1.34M | Buy |
2,811
+1,542
| +122% | +$733K | 0.74% | 34 |
|
|
2023
Q3 | $542K | Hold |
1,269
| – | – | 0.34% | 70 |
|
|
2023
Q2 | $562K | Buy |
1,269
+1
| +0.1% | +$443 | 0.35% | 73 |
|
|
2023
Q1 | $519K | Sell |
1,268
-65
| -5% | -$26.6K | 0.35% | 73 |
|
|
2022
Q4 | $510K | Buy |
1,333
+767
| +136% | +$293K | 0.39% | 68 |
|
|
2022
Q3 | $243K | Hold |
566
| – | – | 0.24% | 94 |
|
|
2022
Q2 | $243K | Sell |
566
-60
| -10% | -$25.8K | 0.24% | 94 |
|
|
2022
Q1 | $283K | Buy |
626
+15
| +2% | +$6.78K | 0.23% | 84 |
|
|
2021
Q4 | $290K | Buy |
611
+45
| +8% | +$21.4K | 0.24% | 89 |
|
|
2021
Q3 | $243K | Buy |
566
+19
| +3% | +$8.16K | 0.24% | 94 |
|
|
2021
Q2 | $234K | Hold |
547
| – | – | 0.23% | 97 |
|
|
2021
Q1 | $227K | Buy |
547
+43
| +9% | +$17.8K | 0.23% | 94 |
|
|
2020
Q4 | $187K | Buy |
+504
| New | +$187K | 0.18% | 99 |
|