Atwater Malick’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 | $439K | Hold |
710
| – | – | 0.14% | 57 |
|
|
2025
Q1 | $397K | Hold |
710
| – | – | 0.13% | 58 |
|
|
2024
Q4 | $416K | Hold |
710
| – | – | 0.14% | 53 |
|
|
2024
Q3 | $407K | Buy |
710
+4
| +0.6% | +$2.3K | 0.13% | 56 |
|
|
2024
Q2 | $384K | Hold |
706
| – | – | 0.13% | 57 |
|
|
2024
Q1 | $369K | Buy |
+706
| New | +$369K | 0.13% | 61 |
|
|
2019
Q4 | – | Sell |
-235
| Closed | -$70K | – | 174 |
|
|
2019
Q3 | $70K | Buy |
+235
| New | +$70K | 0.06% | 63 |
|