Curran Financial Partners’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 | $2.84M | Buy |
4,604
+178
| +4% | +$110K | 0.63% | 36 |
|
|
2025
Q1 | $2.48M | Buy |
4,426
+199
| +5% | +$111K | 0.61% | 35 |
|
|
2024
Q4 | $2.48M | Sell |
4,227
-184
| -4% | -$108K | 0.65% | 37 |
|
|
2024
Q3 | $2.53M | Buy |
4,411
+176
| +4% | +$101K | 0.72% | 34 |
|
|
2024
Q2 | $2.3M | Buy |
4,235
+24
| +0.6% | +$13.1K | 0.77% | 32 |
|
|
2024
Q1 | $2.2M | Sell |
4,211
-126
| -3% | -$65.9K | 0.77% | 32 |
|
|
2023
Q4 | $2.11M | Buy |
4,337
+237
| +6% | +$115K | 0.81% | 33 |
|
|
2023
Q3 | $1.75M | Sell |
4,100
-58
| -1% | -$24.8K | 0.76% | 31 |
|
|
2023
Q2 | $1.84M | Buy |
4,158
+1,121
| +37% | +$497K | 0.8% | 31 |
|
|
2023
Q1 | $1.24M | Buy |
3,037
+56
| +2% | +$22.9K | 0.59% | 32 |
|
|
2022
Q4 | $1.14M | Buy |
2,981
+495
| +20% | +$189K | 0.55% | 36 |
|
|
2022
Q3 | $888K | Sell |
2,486
-31
| -1% | -$11.1K | 0.45% | 34 |
|
|
2022
Q2 | $950K | Buy |
2,517
+13
| +0.5% | +$4.91K | 0.45% | 36 |
|
|
2022
Q1 | $1.13M | Buy |
2,504
+235
| +10% | +$106K | 0.46% | 45 |
|
|
2021
Q4 | $1.08M | Buy |
2,269
+2
| +0.1% | +$950 | 0.46% | 41 |
|
|
2021
Q3 | $974K | Sell |
2,267
-142
| -6% | -$61K | 0.5% | 36 |
|
|
2021
Q2 | $1.03M | Buy |
2,409
+200
| +9% | +$85.6K | 0.57% | 35 |
|
|
2021
Q1 | $875K | Buy |
2,209
+384
| +21% | +$152K | 0.63% | 32 |
|
|
2020
Q4 | $682K | Buy |
+1,825
| New | +$682K | 0.58% | 33 |
|