Capasso Planning Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.5M | Sell |
|
|||||
|
2025
Q2 | $46.2M | Sell |
|
|||||
|
2025
Q1 | $53M | Sell |
|
|||||
|
2024
Q4 | $65.8M | Sell |
|
|||||
|
2024
Q3 | $88.4M | Buy |
|
|||||
|
2024
Q2 | $66.6M | Buy |
|
|||||
|
2024
Q1 | $61.8M | Buy |
|
|||||
|
2023
Q4 | $48.2M | Buy |
|
|||||
|
2023
Q3 | $39.2M | Buy |
|
|||||
|
2023
Q2 | $34.8M | Buy |
|
|||||
|
2023
Q1 | $25.7M | Buy |
|
|||||
|
2022
Q4 | $19.3M | Buy |
|
|||||
|
2022
Q3 | $14.6M | Buy |
|
|||||
|
2022
Q2 | $8.12M | Buy |
|
|||||
|
2022
Q1 | $1.94M | Buy |
|