CFFP
Center for Financial Planning’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 | $3.08M | Buy |
4,980
+33
| +0.7% | +$20.4K | 0.35% | 22 |
|
|
2025
Q1 | $2.77M | Sell |
4,947
-105
| -2% | -$58.7K | 0.35% | 23 |
|
|
2024
Q4 | $2.96M | Sell |
5,052
-1
| -0% | -$586 | 0.4% | 21 |
|
|
2024
Q3 | $2.9M | Sell |
5,053
-1,185
| -19% | -$680K | 0.39% | 20 |
|
|
2024
Q2 | $3.4M | Sell |
6,238
-96
| -2% | -$52.2K | 0.49% | 16 |
|
|
2024
Q1 | $3.31M | Sell |
6,334
-122
| -2% | -$63.8K | 0.5% | 17 |
|
|
2023
Q4 | $3.07M | Buy |
6,456
+595
| +10% | +$283K | 0.56% | 15 |
|
|
2023
Q3 | $2.51M | Sell |
5,861
-112
| -2% | -$47.9K | 0.54% | 16 |
|
|
2023
Q2 | $2.65M | Sell |
5,973
-134
| -2% | -$59.4K | 0.56% | 15 |
|
|
2023
Q1 | $2.5M | Sell |
6,107
-117
| -2% | -$47.9K | 0.58% | 15 |
|
|
2022
Q4 | $2.38M | Sell |
6,224
-5,454
| -47% | -$2.09M | 0.58% | 17 |
|
|
2022
Q3 | $4.17M | Buy |
11,678
+3,349
| +40% | +$1.2M | 1.11% | 10 |
|
|
2022
Q2 | $3.14M | Buy |
8,329
+243
| +3% | +$91.7K | 0.8% | 12 |
|
|
2022
Q1 | $3.65M | Buy |
8,086
+4,068
| +101% | +$1.84M | 0.75% | 12 |
|
|
2021
Q4 | $1.91M | Sell |
4,018
-337
| -8% | -$160K | 0.39% | 23 |
|
|
2021
Q3 | $1.87M | Buy |
4,355
+8
| +0.2% | +$3.43K | 0.45% | 23 |
|
|
2021
Q2 | $1.86M | Sell |
4,347
-241
| -5% | -$103K | 0.46% | 22 |
|
|
2021
Q1 | $1.82M | Buy |
4,588
+2,667
| +139% | +$1.06M | 0.47% | 21 |
|
|
2020
Q4 | $718K | Buy |
1,921
+221
| +13% | +$82.6K | 0.2% | 52 |
|
|
2020
Q3 | $569K | Sell |
1,700
-118
| -6% | -$39.5K | 0.18% | 56 |
|
|
2020
Q2 | $561K | Sell |
1,818
-2,018
| -53% | -$623K | 0.2% | 58 |
|
|
2020
Q1 | $989K | Buy |
3,836
+3,359
| +704% | +$866K | 0.33% | 33 |
|
|
2019
Q4 | $154K | Buy |
+477
| New | +$154K | 0.04% | 113 |
|