BA
Bellwether 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 | $5.2M | Buy |
8,422
+130
| +2% | +$80.3K | 0.89% | 29 |
|
|
2025
Q1 | $4.64M | Buy |
8,292
+5,021
| +154% | +$2.81M | 0.97% | 25 |
|
|
2024
Q4 | $1.92M | Sell |
3,271
-36,432
| -92% | -$21.4M | 0.34% | 45 |
|
|
2024
Q3 | $22.8M | Buy |
39,703
+38,644
| +3,649% | +$22.2M | 4.38% | 5 |
|
|
2024
Q2 | $576K | Buy |
1,059
+121
| +13% | +$65.8K | 0.12% | 84 |
|
|
2024
Q1 | $490K | Buy |
938
+43
| +5% | +$22.5K | 0.11% | 92 |
|
|
2023
Q4 | $426K | Buy |
895
+18
| +2% | +$8.56K | 0.1% | 93 |
|
|
2023
Q3 | $375K | Sell |
877
-154
| -15% | -$65.9K | 0.1% | 94 |
|
|
2023
Q2 | $457K | Sell |
1,031
-146
| -12% | -$64.7K | 0.13% | 64 |
|
|
2023
Q1 | $482K | Sell |
1,177
-198
| -14% | -$81.1K | 0.13% | 93 |
|
|
2022
Q4 | $526K | Sell |
1,375
-180
| -12% | -$68.9K | 0.15% | 92 |
|
|
2022
Q3 | $555K | Sell |
1,555
-1,205
| -44% | -$430K | 0.18% | 67 |
|
|
2022
Q2 | $1.04M | Sell |
2,760
-11
| -0.4% | -$4.15K | 0.33% | 61 |
|
|
2022
Q1 | $1.25M | Buy |
2,771
+281
| +11% | +$127K | 0.37% | 53 |
|
|
2021
Q4 | $1.18M | Sell |
2,490
-24
| -1% | -$11.4K | 0.37% | 53 |
|
|
2021
Q3 | $1.08M | Sell |
2,514
-300
| -11% | -$129K | 0.36% | 60 |
|
|
2021
Q2 | $1.2M | Buy |
2,814
+21
| +0.8% | +$8.99K | 0.42% | 56 |
|
|
2021
Q1 | $1.11M | Buy |
2,793
+73
| +3% | +$28.9K | 0.44% | 53 |
|
|
2020
Q4 | $1.02M | Buy |
+2,720
| New | +$1.02M | 0.45% | 44 |
|