Arbor Wealth 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 | $2.74M | Hold |
4,441
| – | – | 2.23% | 9 |
|
|
2025
Q1 | $2.48M | Sell |
4,441
-1
| -0% | -$559 | 2.22% | 9 |
|
|
2024
Q4 | $2.6M | Buy |
4,442
+884
| +25% | +$518K | 2.32% | 9 |
|
|
2024
Q3 | $2.04M | Hold |
3,558
| – | – | 1.84% | 10 |
|
|
2024
Q2 | $1.94M | Hold |
3,558
| – | – | 1.91% | 10 |
|
|
2024
Q1 | $1.86M | Hold |
3,558
| – | – | 1.76% | 12 |
|
|
2023
Q4 | $1.69M | Buy |
+3,558
| New | +$1.69M | 1.74% | 12 |
|