Buttonwood 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 | $873K | Hold |
1,413
| – | – | 0.35% | 51 |
|
|
2025
Q1 | $790K | Hold |
1,413
| – | – | 0.35% | 52 |
|
|
2024
Q4 | $828K | Hold |
1,413
| – | – | 0.36% | 54 |
|
|
2024
Q3 | $811K | Buy |
1,413
+237
| +20% | +$136K | 0.35% | 51 |
|
|
2024
Q2 | $640K | Hold |
1,176
| – | – | 0.3% | 59 |
|
|
2024
Q1 | $615K | Sell |
1,176
-4
| -0.3% | -$2.09K | 0.29% | 63 |
|
|
2023
Q4 | $561K | Buy |
1,180
+2
| +0.2% | +$951 | 0.31% | 66 |
|
|
2023
Q3 | $503K | Buy |
1,178
+5
| +0.4% | +$2.14K | 0.32% | 67 |
|
|
2023
Q2 | $520K | Buy |
+1,173
| New | +$520K | 0.33% | 62 |
|