Empower Advisory 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 | $13.6M | Sell |
22,077
-864
| -4% | -$534K | 0.04% | 150 |
|
2025
Q1 | $12.8M | Sell |
22,941
-1,676
| -7% | -$938K | 0.04% | 152 |
|
2024
Q4 | $14.4M | Buy |
24,617
+299
| +1% | +$175K | 0.05% | 146 |
|
2024
Q3 | $14M | Sell |
24,318
-5,706
| -19% | -$3.27M | 0.05% | 147 |
|
2024
Q2 | $16.3M | Sell |
30,024
-681
| -2% | -$371K | 0.06% | 134 |
|
2024
Q1 | $16.1M | Sell |
30,705
-11,123
| -27% | -$5.82M | 0.06% | 136 |
|
2023
Q4 | $19.9M | Buy |
41,828
+11,526
| +38% | +$5.48M | 0.08% | 128 |
|
2023
Q3 | $13M | Buy |
30,302
+421
| +1% | +$180K | 0.06% | 141 |
|
2023
Q2 | $13.2M | Sell |
29,881
-8,598
| -22% | -$3.81M | 0.06% | 148 |
|
2023
Q1 | $15.8M | Buy |
+38,479
| New | +$15.8M | 0.07% | 133 |
|