FPGK
Financial Partners Group (Kansas)’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 | $32.7M | Buy |
52,857
+10,265
| +24% | +$6.34M | 4.52% | 5 |
|
|
2025
Q1 | $23.8M | Buy |
42,592
+3,264
| +8% | +$1.83M | 3.68% | 5 |
|
|
2024
Q4 | $23M | Buy |
39,328
+3,864
| +11% | +$2.26M | 3.36% | 9 |
|
|
2024
Q3 | $20.3M | Buy |
35,464
+3,190
| +10% | +$1.83M | 3.01% | 11 |
|
|
2024
Q2 | $17.6M | Buy |
32,274
+2,678
| +9% | +$1.46M | 2.77% | 14 |
|
|
2024
Q1 | $15.5M | Buy |
29,596
+1,818
| +7% | +$951K | 2.47% | 16 |
|
|
2023
Q4 | $13.2M | Buy |
27,778
+3,371
| +14% | +$1.6M | 2.37% | 17 |
|
|
2023
Q3 | $10.6M | Sell |
24,407
-146
| -0.6% | -$63.3K | 2.18% | 16 |
|
|
2023
Q2 | $11M | Sell |
24,553
-82
| -0.3% | -$36.6K | 2.22% | 15 |
|
|
2023
Q1 | $10.1M | Buy |
24,635
+256
| +1% | +$105K | 2.24% | 14 |
|
|
2022
Q4 | $10.1M | Sell |
24,379
-5,391
| -18% | -$2.23M | 2.21% | 15 |
|
|
2022
Q3 | $10.6M | Buy |
29,770
+2,595
| +10% | +$927K | 2.8% | 11 |
|
|
2022
Q2 | $10.3M | Buy |
27,175
+1,358
| +5% | +$512K | 2.57% | 10 |
|
|
2022
Q1 | $11.7M | Sell |
25,817
-729
| -3% | -$329K | 2.52% | 11 |
|
|
2021
Q4 | $11.9M | Buy |
26,546
+16,859
| +174% | +$7.58M | 2.61% | 12 |
|
|
2021
Q3 | $4.16M | Buy |
9,687
+902
| +10% | +$387K | 0.98% | 30 |
|
|
2021
Q2 | $3.76M | Buy |
8,785
+436
| +5% | +$187K | 0.97% | 31 |
|
|
2021
Q1 | $3.31M | Buy |
8,349
+779
| +10% | +$309K | 0.94% | 29 |
|
|
2020
Q4 | $2.91M | Buy |
7,570
+10
| +0.1% | +$3.84K | 0.87% | 28 |
|
|
2020
Q3 | $2.53M | Buy |
7,560
+9
| +0.1% | +$3.01K | 0.87% | 28 |
|
|
2020
Q2 | $2.33M | Buy |
7,551
+422
| +6% | +$130K | 0.91% | 27 |
|
|
2020
Q1 | $1.76M | Sell |
7,129
-707
| -9% | -$174K | 1.09% | 20 |
|
|
2019
Q4 | $2.56M | Sell |
7,836
-4
| -0.1% | -$1.31K | 1% | 24 |
|
|
2019
Q3 | $2.33M | Sell |
7,840
-144
| -2% | -$42.7K | 1.03% | 22 |
|
|
2019
Q2 | $2.34M | Buy |
7,984
+317
| +4% | +$92.9K | 1.1% | 23 |
|
|
2019
Q1 | $2.17M | Buy |
7,667
+1,792
| +31% | +$506K | 1.17% | 24 |
|
|
2018
Q4 | $1.47M | Buy |
5,875
+190
| +3% | +$47.5K | 0.96% | 27 |
|
|
2018
Q3 | $1.65M | Buy |
5,685
+478
| +9% | +$139K | 1.08% | 22 |
|
|
2018
Q2 | $1.41M | Hold |
5,207
| – | – | 1.04% | 22 |
|
|
2018
Q1 | $1.37M | Sell |
5,207
-195
| -4% | -$51.3K | 1.07% | 23 |
|
|
2017
Q4 | $1.44M | Buy |
+5,402
| New | +$1.44M | 1.14% | 22 |
|