BA
Ballew Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
463
+3
| +0.7% | +$1.88K | 0.17% | 90 |
|
|
2025
Q1 | $246K | Hold |
460
| – | – | 0.16% | 98 |
|
|
2024
Q4 | $267K | Buy |
460
+63
| +16% | +$36.6K | 0.17% | 91 |
|
|
2024
Q3 | $229K | Hold |
397
| – | – | 0.15% | 96 |
|
|
2024
Q2 | $223K | Sell |
397
-779
| -66% | -$437K | 0.15% | 94 |
|
|
2024
Q1 | $605K | Buy |
+1,176
| New | +$605K | 0.42% | 60 |
|
|
2018
Q4 | – | Sell |
-176
| Closed | -$47K | – | 389 |
|
|
2018
Q3 | $47K | Sell |
176
-33
| -16% | -$8.81K | 0.04% | 165 |
|
|
2018
Q2 | $57K | Hold |
209
| – | – | 0.06% | 150 |
|
|
2018
Q1 | $55K | Sell |
209
-4,391
| -95% | -$1.16M | 0.05% | 159 |
|
|
2017
Q4 | $1.23M | Buy |
+4,600
| New | +$1.23M | 1.22% | 20 |
|