Fiduciary Wealth Partners’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 | $775K | Sell |
1,255
-5,212
| -81% | -$3.22M | 0.73% | 19 |
|
|
2025
Q1 | $3.62M | Buy |
+6,467
| New | +$3.62M | 3.13% | 6 |
|
|
2017
Q1 | – | Sell |
-414
| Closed | -$94K | – | 15 |
|
|
2016
Q4 | $94K | Hold |
414
| – | – | 0.1% | 15 |
|
|
2016
Q3 | $90K | Sell |
414
-126
| -23% | -$27.4K | 0.09% | 15 |
|
|
2016
Q2 | $113K | Hold |
540
| – | – | 0.12% | 16 |
|
|
2016
Q1 | $111K | Buy |
+540
| New | +$111K | 0.12% | 15 |
|