Bruce G. Allen Investments’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 | $1.47M | Buy |
2,376
+7
| +0.3% | +$4.33K | 1.11% | 11 |
|
|
2025
Q1 | $1.33M | Sell |
2,369
-189
| -7% | -$106K | 1.05% | 13 |
|
|
2024
Q4 | $1.5M | Buy |
2,558
+204
| +9% | +$120K | 1.22% | 12 |
|
|
2024
Q3 | $1.35M | Buy |
2,354
+8
| +0.3% | +$4.59K | 1.05% | 15 |
|
|
2024
Q2 | $1.28M | Buy |
2,346
+7
| +0.3% | +$3.81K | 1.07% | 15 |
|
|
2024
Q1 | $1.22M | Buy |
2,339
+9
| +0.4% | +$4.71K | 1.01% | 15 |
|
|
2023
Q4 | $1.11M | Buy |
+2,330
| New | +$1.11M | 1.01% | 15 |
|