BMD
Better Money Decisions’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 | $458K | Buy |
741
+2
| +0.3% | +$1.24K | 0.28% | 51 |
|
|
2025
Q1 | $413K | Sell |
739
-300
| -29% | -$168K | 0.28% | 51 |
|
|
2024
Q4 | $609K | Buy |
1,039
+1
| +0.1% | +$586 | 0.42% | 41 |
|
|
2024
Q3 | $596K | Sell |
1,038
-1
| -0.1% | -$574 | 0.42% | 39 |
|
|
2024
Q2 | $565K | Sell |
1,039
-47
| -4% | -$25.6K | 0.43% | 37 |
|
|
2024
Q1 | $568K | Buy |
1,086
+433
| +66% | +$226K | 0.45% | 37 |
|
|
2023
Q4 | $310K | Sell |
653
-6
| -0.9% | -$2.85K | 0.26% | 46 |
|
|
2023
Q3 | $282K | Sell |
659
-777
| -54% | -$332K | 0.25% | 49 |
|
|
2023
Q2 | $636K | Buy |
1,436
+145
| +11% | +$64.3K | 0.52% | 33 |
|
|
2023
Q1 | $529K | Sell |
1,291
-5
| -0.4% | -$2.05K | 0.45% | 35 |
|
|
2022
Q4 | $496K | Sell |
1,296
-88
| -6% | -$33.6K | 0.43% | 39 |
|
|
2022
Q3 | $494K | Buy |
1,384
+321
| +30% | +$115K | 0.48% | 35 |
|
|
2022
Q2 | $401K | Buy |
1,063
+96
| +10% | +$36.2K | 0.34% | 39 |
|
|
2022
Q1 | $437K | Hold |
967
| – | – | 0.41% | 38 |
|
|
2021
Q4 | $459K | Buy |
967
+50
| +5% | +$23.7K | 0.39% | 40 |
|
|
2021
Q3 | $394K | Buy |
917
+200
| +28% | +$85.9K | 0.32% | 44 |
|
|
2021
Q2 | $307K | Buy |
+717
| New | +$307K | 0.27% | 54 |
|