Clarity Wealth Advisors’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 | $31.3M | Buy |
50,660
+1,451
| +3% | +$896K | 7.72% | 1 |
|
|
2025
Q1 | $27.5M | Buy |
49,209
+2,006
| +4% | +$1.12M | 7.63% | 2 |
|
|
2024
Q4 | $27.7M | Buy |
47,203
+1,548
| +3% | +$907K | 7.54% | 2 |
|
|
2024
Q3 | $26.2M | Buy |
45,655
+1,272
| +3% | +$730K | 7.61% | 2 |
|
|
2024
Q2 | $24.2M | Sell |
44,383
-847
| -2% | -$461K | 7.81% | 3 |
|
|
2024
Q1 | $23.7M | Buy |
45,230
+1,188
| +3% | +$621K | 8% | 1 |
|
|
2023
Q4 | $20.9M | Buy |
44,042
+2,631
| +6% | +$1.25M | 7.91% | 3 |
|
|
2023
Q3 | $17.7M | Buy |
41,411
+1,811
| +5% | +$774K | 8.03% | 3 |
|
|
2023
Q2 | $17.6M | Buy |
39,600
+2,191
| +6% | +$971K | 7.88% | 3 |
|
|
2023
Q1 | $15.3M | Buy |
37,409
+1,784
| +5% | +$730K | 7.81% | 3 |
|
|
2022
Q4 | $13.6M | Buy |
35,625
+599
| +2% | +$229K | 7.85% | 3 |
|
|
2022
Q3 | $12.5M | Buy |
35,026
+1,813
| +5% | +$648K | 7.54% | 3 |
|
|
2022
Q2 | $12.5M | Buy |
33,213
+1,986
| +6% | +$749K | 7.17% | 3 |
|
|
2022
Q1 | $14.1M | Buy |
31,227
+1,295
| +4% | +$585K | 6.7% | 4 |
|
|
2021
Q4 | $14.2M | Buy |
29,932
+1,025
| +4% | +$487K | 6.61% | 4 |
|
|
2021
Q3 | $12.4M | Buy |
28,907
+2,208
| +8% | +$948K | 6.11% | 4 |
|
|
2021
Q2 | $11.4M | Buy |
26,699
+2,077
| +8% | +$889K | 5.93% | 4 |
|
|
2021
Q1 | $9.76M | Buy |
24,622
+2,339
| +10% | +$927K | 5.56% | 5 |
|
|
2020
Q4 | $8.33M | Buy |
22,283
+2,138
| +11% | +$799K | 5.05% | 5 |
|
|
2020
Q3 | $6.75M | Buy |
20,145
+5,406
| +37% | +$1.81M | 4.84% | 5 |
|
|
2020
Q2 | $4.54M | Buy |
14,739
+13,550
| +1,140% | +$4.18M | 3.58% | 6 |
|
|
2020
Q1 | $306K | Buy |
1,189
+337
| +40% | +$86.7K | 0.32% | 46 |
|
|
2019
Q4 | $274K | Buy |
+852
| New | +$274K | 0.23% | 54 |
|