FMB Wealth Management’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 | $2.35M | Sell |
3,802
-1
| -0% | -$618 | 1.12% | 23 |
|
|
2025
Q1 | $2.13M | Buy |
3,803
+28
| +0.7% | +$15.7K | 1.18% | 22 |
|
|
2024
Q4 | $2.21M | Hold |
3,775
| – | – | 1.25% | 22 |
|
|
2024
Q3 | $2.17M | Hold |
3,775
| – | – | 1.22% | 23 |
|
|
2024
Q2 | $2.05M | Hold |
3,775
| – | – | 1.56% | 18 |
|
|
2024
Q1 | $1.97M | Hold |
3,775
| – | – | 1.58% | 17 |
|
|
2023
Q4 | $1.79M | Hold |
3,775
| – | – | 1.64% | 16 |
|
|
2023
Q3 | $1.61M | Hold |
3,775
| – | – | 1.73% | 16 |
|
|
2023
Q2 | $1.67M | Hold |
3,775
| – | – | 1.78% | 16 |
|
|
2023
Q1 | $1.55M | Hold |
3,775
| – | – | 1.84% | 16 |
|
|
2022
Q4 | $1.44M | Buy |
+3,775
| New | +$1.44M | 1.86% | 16 |
|