Criterion Capital 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
2024
Q4
$1.3M Hold
2,388
0.82% 35
2024
Q3
$1.3M Hold
2,388
0.82% 35
2024
Q2
$1.3M Buy
2,388
+983
+70% +$535K 0.82% 35
2024
Q1
$735K Sell
1,405
-38
-3% -$19.9K 0.49% 45
2023
Q4
$686K Buy
+1,443
New +$686K 0.5% 45