Fonville 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 | $482K | Hold |
780
| – | – | 0.12% | 81 |
|
|
2025
Q1 | $435K | Buy |
780
+195
| +33% | +$109K | 0.13% | 78 |
|
|
2024
Q4 | $343K | Hold |
585
| – | – | 0.11% | 83 |
|
|
2024
Q3 | $336K | Buy |
585
+133
| +29% | +$76.4K | 0.12% | 84 |
|
|
2024
Q2 | $246K | Buy |
452
+16
| +4% | +$8.72K | 0.1% | 88 |
|
|
2024
Q1 | $228K | Hold |
436
| – | – | 0.1% | 89 |
|
|
2023
Q4 | $208K | Buy |
+436
| New | +$208K | 0.11% | 83 |
|