Boyd 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 | $598K | Buy |
968
+85
| +10% | +$52.5K | 0.26% | 30 |
|
|
2025
Q1 | $494K | Hold |
883
| – | – | 0.25% | 32 |
|
|
2024
Q4 | $518K | Buy |
883
+94
| +12% | +$55.1K | 0.26% | 31 |
|
|
2024
Q3 | $453K | Hold |
789
| – | – | 0.23% | 33 |
|
|
2024
Q2 | $429K | Sell |
789
-1,415
| -64% | -$770K | 0.24% | 33 |
|
|
2024
Q1 | $1.15M | Buy |
2,204
+5
| +0.2% | +$2.62K | 0.66% | 23 |
|
|
2023
Q4 | $1.05M | Hold |
2,199
| – | – | 0.65% | 23 |
|
|
2023
Q3 | $940K | Buy |
2,199
+14
| +0.6% | +$5.99K | 0.63% | 24 |
|
|
2023
Q2 | $969K | Buy |
2,185
+5
| +0.2% | +$2.22K | 0.59% | 24 |
|
|
2023
Q1 | $893K | Sell |
2,180
-21
| -1% | -$8.6K | 0.62% | 21 |
|
|
2022
Q4 | $842K | Buy |
2,201
+99
| +5% | +$37.9K | 0.62% | 24 |
|
|
2022
Q3 | $751K | Sell |
2,102
-91
| -4% | -$32.5K | 0.6% | 19 |
|
|
2022
Q2 | $827K | Sell |
2,193
-308
| -12% | -$116K | 0.68% | 21 |
|
|
2022
Q1 | $1.13M | Buy |
2,501
+7
| +0.3% | +$3.16K | 0.85% | 15 |
|
|
2021
Q4 | $1.19M | Buy |
+2,494
| New | +$1.19M | 0.86% | 17 |
|