Arcadia Wealth Management (New Hampshire)’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 | $440K | Buy |
713
+164
| +30% | +$101K | 0.19% | 46 |
|
|
2025
Q1 | $307K | Buy |
549
+166
| +43% | +$92.8K | 0.15% | 55 |
|
|
2024
Q4 | $225K | Buy |
383
+23
| +6% | +$13.5K | 0.11% | 58 |
|
|
2024
Q3 | $207K | Sell |
360
-1,158
| -76% | -$665K | 0.11% | 61 |
|
|
2024
Q2 | $826K | Buy |
1,518
+71
| +5% | +$38.6K | 0.47% | 32 |
|
|
2024
Q1 | $762K | Buy |
1,447
+22
| +2% | +$11.6K | 0.47% | 31 |
|
|
2023
Q4 | $677K | Sell |
1,425
-122
| -8% | -$58K | 0.47% | 32 |
|
|
2023
Q3 | $661K | Sell |
1,547
-19
| -1% | -$8.12K | 0.52% | 29 |
|
|
2023
Q2 | $694K | Buy |
1,566
+97
| +7% | +$43K | 0.51% | 30 |
|
|
2023
Q1 | $602K | Buy |
1,469
+152
| +12% | +$62.2K | 0.5% | 31 |
|
|
2022
Q4 | $504K | Buy |
+1,317
| New | +$504K | 0.44% | 33 |
|