FSA
Financial Security Advisor’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 | $1.45M | Sell |
2,343
-150
| -6% | -$92.7K | 0.33% | 36 |
|
2025
Q1 | $1.39M | Sell |
2,493
-749
| -23% | -$419K | 0.35% | 33 |
|
2024
Q4 | $1.91M | Sell |
3,242
-94
| -3% | -$55.3K | 0.48% | 29 |
|
2024
Q3 | $1.91M | Buy |
3,336
+64
| +2% | +$36.7K | 0.48% | 30 |
|
2024
Q2 | $1.79M | Sell |
3,272
-114
| -3% | -$62.2K | 0.6% | 27 |
|
2024
Q1 | $1.77M | Buy |
3,386
+365
| +12% | +$191K | 0.62% | 27 |
|
2023
Q4 | $1.44M | Buy |
3,021
+11
| +0.4% | +$5.23K | 0.56% | 29 |
|
2023
Q3 | $1.29M | Buy |
+3,010
| New | +$1.29M | 0.59% | 26 |
|