Capital Advisors 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
Q2 | $10.9M | Buy |
17,572
+939
| +6% | +$580K | 1.71% | 15 |
|
|
2025
Q1 | $9.3M | Buy |
16,633
+887
| +6% | +$496K | 1.64% | 18 |
|
|
2024
Q4 | $9.23M | Buy |
15,746
+482
| +3% | +$282K | 1.64% | 18 |
|
|
2024
Q3 | $8.76M | Buy |
15,264
+283
| +2% | +$162K | 1.61% | 18 |
|
|
2024
Q2 | $8.15M | Buy |
14,981
+590
| +4% | +$321K | 1.61% | 19 |
|
|
2024
Q1 | $7.53M | Buy |
14,391
+13,775
| +2,236% | +$7.21M | 1.56% | 19 |
|
|
2023
Q4 | $293K | Buy |
616
+34
| +6% | +$16.2K | 0.07% | 106 |
|
|
2023
Q3 | $249K | Buy |
+582
| New | +$249K | 0.06% | 110 |
|