EFG
Erickson Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
4,340
-276
| -6% | -$171K | 1.81% | 11 |
|
|
2025
Q1 | $2.58M | Sell |
4,616
-365
| -7% | -$204K | 1.93% | 12 |
|
|
2024
Q4 | $2.92M | Sell |
4,981
-69
| -1% | -$40.4K | 2.08% | 11 |
|
|
2024
Q3 | $2.9M | Buy |
5,050
+60
| +1% | +$34.4K | 2.08% | 12 |
|
|
2024
Q2 | $2.72M | Sell |
4,990
-19
| -0.4% | -$10.3K | 2.07% | 13 |
|
|
2024
Q1 | $2.62M | Sell |
5,009
-425
| -8% | -$222K | 2.05% | 13 |
|
|
2023
Q4 | $2.58M | Buy |
5,434
+467
| +9% | +$222K | 2.15% | 13 |
|
|
2023
Q3 | $2.12M | Buy |
4,967
+25
| +0.5% | +$10.7K | 1.99% | 13 |
|
|
2023
Q2 | $2.19M | Sell |
4,942
-20
| -0.4% | -$8.87K | 1.99% | 13 |
|
|
2023
Q1 | $2.03M | Sell |
4,962
-101
| -2% | -$41.3K | 2.02% | 13 |
|
|
2022
Q4 | $1.94M | Buy |
5,063
+792
| +19% | +$303K | 2.1% | 13 |
|
|
2022
Q3 | $1.53M | Buy |
+4,271
| New | +$1.53M | 1.7% | 13 |
|