Eaton Financial Holdings’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 | $686K | Buy |
1,110
+164
| +17% | +$101K | 0.21% | 67 |
|
|
2025
Q1 | $529K | Buy |
946
+2
| +0.2% | +$1.12K | 0.22% | 45 |
|
|
2024
Q4 | $553K | Buy |
944
+2
| +0.2% | +$1.17K | 0.21% | 48 |
|
|
2024
Q3 | $541K | Buy |
+942
| New | +$541K | 0.22% | 49 |
|
|
2024
Q1 | $490K | Sell |
938
-277
| -23% | -$145K | 0.25% | 46 |
|
|
2023
Q4 | $577K | Buy |
1,215
+3
| +0.2% | +$1.43K | 0.14% | 118 |
|
|
2023
Q3 | $518K | Sell |
1,212
-87
| -7% | -$37.2K | 0.14% | 122 |
|
|
2023
Q2 | $576K | Sell |
1,299
-40
| -3% | -$17.7K | 0.43% | 38 |
|
|
2023
Q1 | $548K | Sell |
1,339
-2,758
| -67% | -$1.13M | 0.43% | 36 |
|
|
2022
Q4 | $1.57M | Buy |
+4,097
| New | +$1.57M | 1.34% | 18 |
|