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Fiducient Advisors’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 | $15.6M | Buy |
25,248
+90
| +0.4% | +$55.6K | 1.91% | 14 |
|
|
2025
Q1 | $14.1M | Sell |
25,158
-1,446
| -5% | -$811K | 1.76% | 14 |
|
|
2024
Q4 | $15.6M | Sell |
26,604
-1,172
| -4% | -$687K | 1.93% | 14 |
|
|
2024
Q3 | $15.9M | Buy |
27,776
+2,411
| +10% | +$1.38M | 1.84% | 14 |
|
|
2024
Q2 | $13.8M | Buy |
25,365
+14,448
| +132% | +$7.86M | 1.91% | 12 |
|
|
2024
Q1 | $5.71M | Buy |
10,917
+7,474
| +217% | +$3.91M | 1.13% | 18 |
|
|
2023
Q4 | $1.64M | Sell |
3,443
-18,923
| -85% | -$9M | 0.31% | 30 |
|
|
2023
Q3 | $9.56M | Buy |
22,366
+4,511
| +25% | +$1.93M | 0.54% | 19 |
|
|
2023
Q2 | $7.92M | Sell |
17,855
-281
| -2% | -$125K | 2.42% | 10 |
|
|
2023
Q1 | $7.42M | Sell |
18,136
-1,625
| -8% | -$665K | 2.41% | 10 |
|
|
2022
Q4 | $7.56M | Sell |
19,761
-3,887
| -16% | -$1.49M | 2.22% | 9 |
|
|
2022
Q3 | $8.45M | Sell |
23,648
-26,778
| -53% | -$9.57M | 4.01% | 8 |
|
|
2022
Q2 | $19M | Buy |
50,426
+25,353
| +101% | +$9.56M | 7.15% | 4 |
|
|
2022
Q1 | $11.3M | Buy |
25,073
+1,081
| +5% | +$489K | 4.28% | 8 |
|
|
2021
Q4 | $11.4M | Sell |
23,992
-71
| -0.3% | -$33.8K | 3.47% | 9 |
|
|
2021
Q3 | $10.3M | Sell |
24,063
-1,857
| -7% | -$797K | 3.12% | 9 |
|
|
2021
Q2 | $11.1M | Sell |
25,920
-1,325
| -5% | -$567K | 3.44% | 9 |
|
|
2021
Q1 | $10.8M | Buy |
27,245
+258
| +1% | +$102K | 3.49% | 9 |
|
|
2020
Q4 | $10.1M | Buy |
+26,987
| New | +$10.1M | 3.75% | 9 |
|