Empire Financial Management Company’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 | $1.47M | Sell |
2,376
-195
| -8% | -$121K | 0.42% | 71 |
|
|
2025
Q1 | $1.44M | Sell |
2,571
-189
| -7% | -$106K | 0.44% | 74 |
|
|
2024
Q4 | $1.62M | Sell |
2,760
-150
| -5% | -$87.9K | 0.5% | 66 |
|
|
2024
Q3 | $1.67M | Buy |
2,910
+5
| +0.2% | +$2.87K | 0.51% | 62 |
|
|
2024
Q2 | $1.58M | Sell |
2,905
-97
| -3% | -$52.8K | 0.52% | 63 |
|
|
2024
Q1 | $1.57M | Buy |
3,002
+916
| +44% | +$479K | 0.52% | 63 |
|
|
2023
Q4 | $992K | Hold |
2,086
| – | – | 0.39% | 70 |
|
|
2023
Q3 | $892K | Sell |
2,086
-65
| -3% | -$27.8K | 0.39% | 74 |
|
|
2023
Q2 | $954K | Hold |
2,151
| – | – | 0.38% | 73 |
|
|
2023
Q1 | $881K | Buy |
+2,151
| New | +$881K | 0.36% | 78 |
|