Equita Financial Network’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 | $2.84M | Buy |
4,602
+304
| +7% | +$188K | 1.13% | 19 |
|
|
2025
Q1 | $2.4M | Buy |
4,298
+35
| +0.8% | +$19.6K | 0.84% | 27 |
|
|
2024
Q4 | $2.5M | Buy |
4,263
+12
| +0.3% | +$7.03K | 0.9% | 25 |
|
|
2024
Q3 | $2.44M | Buy |
4,251
+1,115
| +36% | +$640K | 0.89% | 28 |
|
|
2024
Q2 | $1.71M | Hold |
3,136
| – | – | 0.71% | 31 |
|
|
2024
Q1 | $1.64M | Hold |
3,136
| – | – | 0.74% | 28 |
|
|
2023
Q4 | $1.49M | Hold |
3,136
| – | – | 0.79% | 29 |
|
|
2023
Q3 | $1.34M | Buy |
+3,136
| New | +$1.34M | 0.83% | 27 |
|