Beverly Hills Private Wealth’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 | $328K | Hold |
531
| – | – | 0.06% | 247 |
|
|
2025
Q1 | $297K | Hold |
531
| – | – | 0.06% | 269 |
|
|
2024
Q4 | $311K | Buy |
531
+78
| +17% | +$45.7K | 0.06% | 252 |
|
|
2024
Q3 | $260K | Buy |
453
+7
| +2% | +$4.01K | 0.05% | 288 |
|
|
2024
Q2 | $243K | Buy |
446
+9
| +2% | +$4.9K | 0.05% | 303 |
|
|
2024
Q1 | $229K | Hold |
437
| – | – | 0.05% | 317 |
|
|
2023
Q4 | $208K | Buy |
+437
| New | +$208K | 0.05% | 315 |
|
|
2023
Q1 | – | Sell |
-725
| Closed | -$277K | – | 288 |
|
|
2022
Q4 | $277K | Buy |
+725
| New | +$277K | 0.12% | 186 |
|