Cypress Financial Planning’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 | $6.11M | Sell |
9,888
-40
| -0.4% | -$24.7K | 1.99% | 14 |
|
|
2025
Q1 | $5.55M | Sell |
9,928
-684
| -6% | -$383K | 1.98% | 14 |
|
|
2024
Q4 | $6.22M | Sell |
10,612
-231
| -2% | -$135K | 2.28% | 13 |
|
|
2024
Q3 | $6.22M | Sell |
10,843
-353
| -3% | -$203K | 2.3% | 13 |
|
|
2024
Q2 | $6.09M | Buy |
11,196
+1,889
| +20% | +$1.03M | 2.52% | 13 |
|
|
2024
Q1 | $4.87M | Buy |
9,307
+96
| +1% | +$50.2K | 2.23% | 13 |
|
|
2023
Q4 | $4.3M | Sell |
9,211
-590
| -6% | -$276K | 3.91% | 9 |
|
|
2023
Q3 | $4.19M | Sell |
9,801
-301
| -3% | -$129K | 2.39% | 10 |
|
|
2023
Q2 | $4.48M | Sell |
10,102
-221
| -2% | -$98.1K | 2.54% | 10 |
|
|
2023
Q1 | $4.24M | Buy |
10,323
+357
| +4% | +$147K | 2.58% | 10 |
|
|
2022
Q4 | $3.8M | Sell |
9,966
-617
| -6% | -$235K | 2.54% | 10 |
|
|
2022
Q3 | $3.78M | Buy |
10,583
+334
| +3% | +$119K | 2.68% | 9 |
|
|
2022
Q2 | $3.87M | Buy |
+10,249
| New | +$3.87M | 2.65% | 9 |
|