Bradley & Co Private 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 | $2.11M | Hold |
3,416
| – | – | 1.29% | 16 |
|
|
2025
Q1 | $1.91M | Hold |
3,416
| – | – | 1.31% | 16 |
|
|
2024
Q4 | $2M | Buy |
+3,416
| New | +$2M | 1.25% | 15 |
|
|
2024
Q2 | $1.32M | Hold |
2,416
| – | – | 0.97% | 16 |
|
|
2024
Q1 | $1.26M | Buy |
2,416
+2,395
| +11,405% | +$1.25M | 1.02% | 16 |
|
|
2023
Q4 | $9.98K | Buy |
21
+20
| +2,000% | +$9.51K | 0.01% | 125 |
|
|
2023
Q3 | $427 | Hold |
1
| – | – | ﹤0.01% | 167 |
|
|
2023
Q2 | $443 | Buy |
+1
| New | +$443 | ﹤0.01% | 170 |
|