Bright Financial Advisors’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 | $2.07M | Hold |
3,347
| – | – | 1.15% | 21 |
|
|
2025
Q1 | $1.87M | Sell |
3,347
-61
| -2% | -$34.1K | 1.15% | 21 |
|
|
2024
Q4 | $2M | Hold |
3,408
| – | – | 1.26% | 21 |
|
|
2024
Q3 | $1.96M | Hold |
3,408
| – | – | 1.24% | 22 |
|
|
2024
Q2 | $1.85M | Hold |
3,408
| – | – | 1.31% | 19 |
|
|
2024
Q1 | $1.72M | Buy |
+3,408
| New | +$1.72M | 1.29% | 19 |
|