Certus 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 | $694K | Hold |
1,124
| – | – | 0.45% | 37 |
|
|
2025
Q1 | $655K | Hold |
1,124
| – | – | 0.44% | 37 |
|
|
2024
Q4 | $680K | Hold |
1,124
| – | – | 0.46% | 35 |
|
|
2024
Q3 | $645K | Hold |
1,124
| – | – | 0.45% | 37 |
|
|
2024
Q2 | $612K | Hold |
1,124
| – | – | 0.46% | 40 |
|
|
2024
Q1 | $575K | Hold |
1,124
| – | – | 0.46% | 40 |
|
|
2023
Q4 | $534K | Hold |
1,124
| – | – | 0.45% | 42 |
|
|
2023
Q3 | $480K | Buy |
1,124
+396
| +54% | +$169K | 0.46% | 42 |
|
|
2023
Q2 | $323K | Buy |
+728
| New | +$323K | 0.32% | 47 |
|