CMA
Cedar Mountain Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
539
+75
| +16% | +$46.4K | 0.07% | 47 |
|
|
2025
Q1 | $260K | Buy |
464
+32
| +7% | +$17.9K | 0.06% | 51 |
|
|
2024
Q4 | $253K | Buy |
432
+2
| +0.5% | +$1.17K | 0.06% | 52 |
|
|
2024
Q3 | $247K | Sell |
430
-119
| -22% | -$68.4K | 0.06% | 53 |
|
|
2024
Q2 | $299K | Buy |
549
+1
| +0.2% | +$544 | 0.07% | 39 |
|
|
2024
Q1 | $287K | Buy |
548
+131
| +31% | +$68.5K | 0.07% | 41 |
|
|
2023
Q4 | $198K | Buy |
417
+1
| +0.2% | +$475 | 0.05% | 45 |
|
|
2023
Q3 | $178K | Buy |
416
+1
| +0.2% | +$427 | 0.05% | 46 |
|
|
2023
Q2 | $184K | Buy |
415
+9
| +2% | +$3.99K | 0.05% | 44 |
|
|
2023
Q1 | $166K | Buy |
406
+133
| +49% | +$54.5K | 0.05% | 48 |
|
|
2022
Q4 | $105K | Sell |
273
-14
| -5% | -$5.36K | 0.03% | 52 |
|
|
2022
Q3 | $103K | Buy |
287
+17
| +6% | +$6.1K | 0.03% | 49 |
|
|
2022
Q2 | $102K | Buy |
270
+27
| +11% | +$10.2K | 0.03% | 50 |
|
|
2022
Q1 | $110K | Buy |
243
+1
| +0.4% | +$453 | 0.03% | 56 |
|
|
2021
Q4 | $115K | Sell |
242
-188
| -44% | -$89.3K | 0.04% | 52 |
|
|
2021
Q3 | $185K | Buy |
430
+1
| +0.2% | +$430 | 0.06% | 40 |
|
|
2021
Q2 | $184K | Buy |
429
+1
| +0.2% | +$429 | 0.06% | 41 |
|
|
2021
Q1 | $170K | Buy |
428
+2
| +0.5% | +$794 | 0.06% | 45 |
|
|
2020
Q4 | $159K | Buy |
426
+2
| +0.5% | +$746 | 0.06% | 45 |
|
|
2020
Q3 | $142K | Buy |
424
+9
| +2% | +$3.01K | 0.06% | 43 |
|
|
2020
Q2 | $128K | Buy |
415
+3
| +0.7% | +$925 | 0.06% | 44 |
|
|
2020
Q1 | $106K | Buy |
+412
| New | +$106K | 0.05% | 40 |
|