Eagle Bluffs Wealth Management’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 | $1.05M | Buy |
1,699
+145
| +9% | +$89.8K | 0.5% | 42 |
|
|
2025
Q1 | $872K | Hold |
1,554
| – | – | 0.46% | 48 |
|
|
2024
Q4 | $914K | Hold |
1,554
| – | – | 0.49% | 42 |
|
|
2024
Q3 | $894K | Hold |
1,554
| – | – | 0.48% | 44 |
|
|
2024
Q2 | $848K | Hold |
1,554
| – | – | 0.49% | 43 |
|
|
2024
Q1 | $815K | Hold |
1,554
| – | – | 0.51% | 47 |
|
|
2023
Q4 | $742K | Hold |
1,554
| – | – | 0.51% | 47 |
|
|
2023
Q3 | $667K | Hold |
1,554
| – | – | 0.51% | 45 |
|
|
2023
Q2 | $691K | Hold |
1,554
| – | – | 0.53% | 44 |
|
|
2023
Q1 | $639K | Hold |
1,554
| – | – | 0.52% | 45 |
|
|
2022
Q4 | $594K | Hold |
1,554
| – | – | 0.62% | 41 |
|
|
2022
Q3 | $555K | Hold |
1,554
| – | – | 0.64% | 41 |
|
|
2022
Q2 | $586K | Hold |
1,554
| – | – | 0.63% | 42 |
|
|
2022
Q1 | $702K | Hold |
1,554
| – | – | 0.68% | 40 |
|
|
2021
Q4 | $738K | Buy |
+1,554
| New | +$738K | 0.77% | 36 |
|