Clifford 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 | $277K | Sell |
449
-227
| -34% | -$140K | 0.23% | 63 |
|
|
2025
Q1 | $378K | Sell |
676
-123
| -15% | -$68.8K | 0.35% | 46 |
|
|
2024
Q4 | $468K | Buy |
799
+44
| +6% | +$25.8K | 0.36% | 43 |
|
|
2024
Q3 | $433K | Buy |
755
+232
| +44% | +$133K | 0.34% | 48 |
|
|
2024
Q2 | $285K | Buy |
523
+11
| +2% | +$5.99K | 0.23% | 63 |
|
|
2024
Q1 | $268K | Sell |
512
-1
| -0.2% | -$523 | 0.22% | 65 |
|
|
2023
Q4 | $244K | Sell |
513
-8
| -2% | -$3.8K | 0.23% | 66 |
|
|
2023
Q3 | $223K | Buy |
521
+31
| +6% | +$13.3K | 0.24% | 67 |
|
|
2023
Q2 | $217K | Buy |
+490
| New | +$217K | 0.23% | 70 |
|