Cardinal Point Capital 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 | $1.75M | Sell |
2,817
-155
| -5% | -$96K | 0.14% | 75 |
|
|
2025
Q1 | $1.67M | Buy |
2,972
+1,669
| +128% | +$936K | 0.15% | 70 |
|
|
2024
Q4 | $766K | Buy |
1,303
+4
| +0.3% | +$2.35K | 0.12% | 42 |
|
|
2024
Q3 | $748K | Sell |
1,299
-867
| -40% | -$499K | 0.12% | 40 |
|
|
2024
Q2 | $1.18M | Buy |
+2,166
| New | +$1.18M | 0.21% | 32 |
|
|
2023
Q4 | – | Sell |
-1,012
| Closed | -$434K | – | 72 |
|
|
2023
Q3 | $434K | Buy |
+1,012
| New | +$434K | 0.11% | 49 |
|