Cahill 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
Q1 | $3.86M | Buy |
6,903
+751
| +12% | +$420K | 1.97% | 10 |
|
|
2024
Q4 | $3.61M | Buy |
6,152
+1
| +0% | +$586 | 1.84% | 11 |
|
|
2024
Q3 | $3.53M | Buy |
6,151
+2
| +0% | +$1.15K | 1.82% | 11 |
|
|
2024
Q2 | $3.35M | Buy |
6,149
+1
| +0% | +$544 | 2% | 10 |
|
|
2024
Q1 | $3.22M | Buy |
6,148
+2
| +0% | +$1.05K | 1.87% | 11 |
|
|
2023
Q4 | $2.92M | Sell |
6,146
-69
| -1% | -$32.8K | 1.96% | 11 |
|
|
2023
Q3 | $2.66M | Buy |
6,215
+2
| +0% | +$855 | 2.04% | 9 |
|
|
2023
Q2 | $2.75M | Sell |
6,213
-359
| -5% | -$159K | 1.9% | 10 |
|
|
2023
Q1 | $2.69M | Hold |
6,572
| – | – | 1.99% | 10 |
|
|
2022
Q4 | $2.71M | Buy |
6,572
+2,169
| +49% | +$895K | 1.97% | 10 |
|
|
2022
Q3 | $1.57M | Buy |
+4,403
| New | +$1.57M | 1.4% | 13 |
|