Dodds Wealth’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 | $1.63M | Sell |
2,640
-41
| -2% | -$25.3K | 0.44% | 20 |
|
|
2025
Q1 | $1.5M | Buy |
2,681
+2,078
| +345% | +$1.16M | 0.49% | 22 |
|
|
2024
Q4 | $366K | Buy |
603
+1
| +0.2% | +$607 | 0.12% | 43 |
|
|
2024
Q3 | $347K | Sell |
602
-2
| -0.3% | -$1.15K | 0.12% | 43 |
|
|
2024
Q2 | $336K | Sell |
604
-19
| -3% | -$10.6K | 0.13% | 40 |
|
|
2024
Q1 | $326K | Sell |
623
-7
| -1% | -$3.66K | 0.13% | 42 |
|
|
2023
Q4 | $299K | Buy |
+630
| New | +$299K | 0.15% | 44 |
|