Chico Wealth RIA’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 | $676K | Buy |
1,095
+1
| +0.1% | +$618 | 0.54% | 14 |
|
|
2025
Q1 | $612K | Hold |
1,094
| – | – | 0.53% | 14 |
|
|
2024
Q4 | $641K | Hold |
1,094
| – | – | 0.56% | 15 |
|
|
2024
Q3 | $628K | Hold |
1,094
| – | – | 0.54% | 16 |
|
|
2024
Q2 | $595K | Buy |
1,094
+1
| +0.1% | +$544 | 0.55% | 16 |
|
|
2024
Q1 | $572K | Hold |
1,093
| – | – | 0.54% | 16 |
|
|
2023
Q4 | $519K | Buy |
+1,093
| New | +$519K | 0.54% | 15 |
|