CFO4Life Group’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 | $2.33M | Sell |
3,772
-2
| -0.1% | -$1.24K | 0.36% | 46 |
|
|
2025
Q1 | $2.11M | Buy |
3,774
+83
| +2% | +$46.4K | 0.36% | 48 |
|
|
2024
Q4 | $2.16M | Sell |
3,691
-6
| -0.2% | -$3.52K | 0.38% | 43 |
|
|
2024
Q3 | $2.12M | Buy |
3,697
+1
| +0% | +$574 | 0.38% | 41 |
|
|
2024
Q2 | $2.01M | Sell |
3,696
-219
| -6% | -$119K | 0.38% | 39 |
|
|
2024
Q1 | $2.05M | Buy |
3,915
+1,972
| +101% | +$1.03M | 0.37% | 39 |
|
|
2023
Q4 | $924K | Sell |
1,943
-1
| -0.1% | -$475 | 0.18% | 69 |
|
|
2023
Q3 | $831K | Buy |
1,944
+1
| +0.1% | +$428 | 0.19% | 66 |
|
|
2023
Q2 | $861K | Buy |
1,943
+26
| +1% | +$11.5K | 0.18% | 61 |
|
|
2023
Q1 | $785K | Sell |
1,917
-764
| -28% | -$313K | 0.18% | 64 |
|
|
2022
Q4 | $1.03M | Buy |
2,681
+65
| +2% | +$24.9K | 0.22% | 61 |
|
|
2022
Q3 | $935K | Buy |
2,616
+852
| +48% | +$305K | 0.25% | 46 |
|
|
2022
Q2 | $674K | Buy |
1,764
+1
| +0.1% | +$382 | 0.17% | 66 |
|
|
2022
Q1 | $796K | Buy |
1,763
+1
| +0.1% | +$452 | 0.17% | 63 |
|
|
2021
Q4 | $837K | Buy |
1,762
+36
| +2% | +$17.1K | 0.17% | 67 |
|
|
2021
Q3 | $741K | Sell |
1,726
-9
| -0.5% | -$3.86K | 0.17% | 67 |
|
|
2021
Q2 | $743K | Buy |
1,735
+81
| +5% | +$34.7K | 0.17% | 61 |
|
|
2021
Q1 | $656K | Sell |
1,654
-18
| -1% | -$7.14K | 0.16% | 66 |
|
|
2020
Q4 | $625K | Buy |
1,672
+12
| +0.7% | +$4.49K | 0.18% | 62 |
|
|
2020
Q3 | $556K | Sell |
1,660
-8
| -0.5% | -$2.68K | 0.19% | 60 |
|
|
2020
Q2 | $514K | Sell |
1,668
-119
| -7% | -$36.7K | 0.2% | 56 |
|
|
2020
Q1 | $461K | Buy |
1,787
+2
| +0.1% | +$516 | 0.25% | 55 |
|
|
2019
Q4 | $574K | Buy |
1,785
+2
| +0.1% | +$643 | 0.24% | 60 |
|
|
2019
Q3 | $529K | Buy |
+1,783
| New | +$529K | 0.24% | 62 |
|
|
2019
Q1 | – | Sell |
-1,144
| Closed | -$286K | – | 132 |
|
|
2018
Q4 | $286K | Sell |
1,144
-340
| -23% | -$85K | 0.13% | 91 |
|
|
2018
Q3 | $431K | Buy |
1,484
+127
| +9% | +$36.9K | 0.19% | 82 |
|
|
2018
Q2 | $368K | Buy |
1,357
+33
| +2% | +$8.95K | 0.15% | 90 |
|
|
2018
Q1 | $348K | Sell |
1,324
-24
| -2% | -$6.31K | 0.29% | 58 |
|
|
2017
Q4 | $360K | Sell |
1,348
-37
| -3% | -$9.88K | 0.28% | 61 |
|
|
2017
Q3 | $348K | Sell |
1,385
-325
| -19% | -$81.7K | 0.28% | 68 |
|
|
2017
Q2 | $414K | Sell |
1,710
-3,218
| -65% | -$779K | 0.38% | 51 |
|
|
2017
Q1 | $1.16M | Buy |
+4,928
| New | +$1.16M | 1.05% | 14 |
|