Crown Wealth 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 | $1.74M | Buy |
2,816
+2,013
| +251% | +$1.24M | 0.65% | 27 |
|
|
2025
Q1 | $449K | Sell |
803
-1,079
| -57% | -$604K | 0.23% | 53 |
|
|
2024
Q4 | $1.1M | Buy |
1,882
+914
| +94% | +$536K | 0.45% | 36 |
|
|
2024
Q3 | $555K | Sell |
968
-400
| -29% | -$229K | 0.24% | 58 |
|
|
2024
Q2 | $744K | Sell |
1,368
-230
| -14% | -$125K | 0.37% | 40 |
|
|
2024
Q1 | $836K | Buy |
1,598
+898
| +128% | +$470K | 0.43% | 32 |
|
|
2023
Q4 | $333K | Buy |
700
+167
| +31% | +$79.4K | 0.2% | 57 |
|
|
2023
Q3 | $228K | Buy |
+533
| New | +$228K | 0.17% | 63 |
|
|
2023
Q1 | – | Sell |
-632
| Closed | -$242K | – | 79 |
|
|
2022
Q4 | $242K | Buy |
+632
| New | +$242K | 0.23% | 54 |
|