Bridge Advisory’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
2024
Q3
$4.91M Sell
8,553
-9
-0.1% -$5.16K 2.33% 13
2024
Q2
$4.66M Sell
8,562
-227
-3% -$124K 2.3% 14
2024
Q1
$4.6M Buy
8,789
+115
+1% +$60.2K 2.28% 12
2023
Q4
$4.12M Sell
8,674
-269
-3% -$128K 2.07% 11
2023
Q3
$3.82M Buy
8,943
+8,260
+1,209% +$3.53M 1.34% 20
2023
Q2
$303K Buy
+683
New +$303K 0.11% 102