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