Fogel Capital 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 | $5.54M | Buy |
8,972
+13
| +0.1% | +$8.03K | 2.96% | 12 |
|
|
2025
Q1 | $5.01M | Buy |
8,959
+159
| +2% | +$88.9K | 2.7% | 12 |
|
|
2024
Q4 | $5.16M | Sell |
8,800
-376
| -4% | -$220K | 2.59% | 11 |
|
|
2024
Q3 | $5.27M | Sell |
9,176
-31
| -0.3% | -$17.8K | 2.72% | 13 |
|
|
2024
Q2 | $5.01M | Sell |
9,207
-191
| -2% | -$104K | 2.67% | 12 |
|
|
2024
Q1 | $4.81M | Buy |
9,398
+172
| +2% | +$87.9K | 2.83% | 11 |
|
|
2023
Q4 | $4.6M | Buy |
+9,226
| New | +$4.6M | 3.51% | 9 |
|