Barlow Wealth Partners’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 | $906K | Buy |
1,461
+1
| +0.1% | +$620 | 0.11% | 59 |
|
|
2025
Q1 | $804K | Sell |
1,460
-35
| -2% | -$19.3K | 0.11% | 63 |
|
|
2024
Q4 | $886K | Buy |
1,495
+25
| +2% | +$14.8K | 0.11% | 62 |
|
|
2024
Q3 | $835K | Hold |
1,470
| – | – | 0.11% | 68 |
|
|
2024
Q2 | $796K | Buy |
1,470
+204
| +16% | +$110K | 0.11% | 71 |
|
|
2024
Q1 | $647K | Buy |
1,266
+2
| +0.2% | +$1.02K | 0.09% | 78 |
|
|
2023
Q4 | $601K | Buy |
+1,264
| New | +$601K | 0.09% | 79 |
|