Boston Standard Wealth Management’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 | $500K | Buy |
810
+106
| +15% | +$65.4K | 0.09% | 32 |
|
|
2025
Q1 | $383K | Sell |
704
-101
| -13% | -$54.9K | 0.08% | 34 |
|
|
2024
Q4 | $472K | Buy |
805
+99
| +14% | +$58K | 0.09% | 33 |
|
|
2024
Q3 | $405K | Buy |
706
+2
| +0.3% | +$1.15K | 0.08% | 33 |
|
|
2024
Q2 | $383K | Buy |
704
+2
| +0.3% | +$1.09K | 0.08% | 34 |
|
|
2024
Q1 | $367K | Buy |
702
+65
| +10% | +$34K | 0.08% | 35 |
|
|
2023
Q4 | $272K | Hold |
637
| – | – | 0.07% | 39 |
|
|
2023
Q3 | $272K | Buy |
+637
| New | +$272K | 0.07% | 39 |
|