Clear Investment Research’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 | $305K | Hold |
493
| – | – | 0.38% | 47 |
|
|
2025
Q1 | $276K | Hold |
493
| – | – | 0.37% | 48 |
|
|
2024
Q4 | $289K | Hold |
493
| – | – | 0.37% | 47 |
|
|
2024
Q3 | $283K | Buy |
493
+30
| +6% | +$17.2K | 0.37% | 47 |
|
|
2024
Q2 | $252K | Buy |
463
+126
| +37% | +$68.6K | 0.33% | 45 |
|
|
2024
Q1 | $176K | Hold |
337
| – | – | 0.24% | 56 |
|
|
2023
Q4 | $160K | Hold |
337
| – | – | 0.23% | 59 |
|
|
2023
Q3 | $144K | Buy |
337
+87
| +35% | +$37.2K | 0.25% | 54 |
|
|
2023
Q2 | $111K | Buy |
250
+183
| +273% | +$81.1K | 0.19% | 64 |
|
|
2023
Q1 | $27.4K | Buy |
67
+37
| +123% | +$15.1K | 0.05% | 103 |
|
|
2022
Q4 | $11K | Hold |
30
| – | – | 0.02% | 120 |
|
|
2022
Q3 | $11K | Buy |
+30
| New | +$11K | 0.02% | 119 |
|