CPA
Clear Point Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
6,893
+67
| +1% | +$41.4K | 3.59% | 5 |
|
|
2025
Q1 | $3.82M | Buy |
6,826
+1
| +0% | +$559 | 3.43% | 6 |
|
|
2024
Q4 | $4M | Sell |
6,825
-6
| -0.1% | -$3.52K | 3.42% | 5 |
|
|
2024
Q3 | $3.92M | Buy |
6,831
+11
| +0.2% | +$6.31K | 3.03% | 5 |
|
|
2024
Q2 | $3.71M | Buy |
6,820
+189
| +3% | +$103K | 3.05% | 6 |
|
|
2024
Q1 | $3.47M | Sell |
6,631
-22
| -0.3% | -$11.5K | 2.85% | 6 |
|
|
2023
Q4 | $3.16M | Buy |
+6,653
| New | +$3.16M | 2.79% | 8 |
|