Fiduciary Family Office’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 | $1.86M | Hold |
3,003
| – | – | 0.61% | 27 |
|
2025
Q1 | $1.68M | Buy |
3,003
+2,025
| +207% | +$1.13M | 0.56% | 32 |
|
2024
Q4 | $573K | Sell |
978
-2,377
| -71% | -$1.39M | 0.17% | 28 |
|
2024
Q3 | $1.92M | Sell |
3,355
-152
| -4% | -$87.2K | 0.64% | 29 |
|
2024
Q2 | $1.91M | Buy |
3,507
+397
| +13% | +$216K | 0.75% | 27 |
|
2024
Q1 | $1.63M | Sell |
3,110
-375
| -11% | -$196K | 0.64% | 37 |
|
2023
Q4 | $1.66M | Buy |
+3,485
| New | +$1.66M | 0.72% | 23 |
|