Darden 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 | $1.62M | Sell |
2,624
-13
| -0.5% | -$8.03K | 0.98% | 21 |
|
2025
Q1 | $1.48M | Sell |
2,637
-24
| -0.9% | -$13.4K | 1.14% | 19 |
|
2024
Q4 | $1.56M | Buy |
2,661
+39
| +1% | +$22.9K | 1.05% | 19 |
|
2024
Q3 | $1.5M | Buy |
2,622
+26
| +1% | +$14.9K | 1.08% | 20 |
|
2024
Q2 | $1.41M | Buy |
2,596
+273
| +12% | +$149K | 0.85% | 22 |
|
2024
Q1 | $1.21M | Buy |
2,323
+210
| +10% | +$110K | 0.95% | 23 |
|
2023
Q4 | $1.01M | Buy |
+2,113
| New | +$1.01M | 0.97% | 26 |
|