FSA
Fort Sheridan Advisors’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 | $1.12M | Buy |
1,810
+4
| +0.2% | +$2.47K | 0.16% | 97 |
|
|
2025
Q1 | $1.01M | Sell |
1,806
-412
| -19% | -$230K | 0.15% | 99 |
|
|
2024
Q4 | $1.3M | Buy |
2,218
+529
| +31% | +$310K | 0.19% | 85 |
|
|
2024
Q3 | $969K | Buy |
1,689
+11
| +0.7% | +$6.31K | 0.15% | 99 |
|
|
2024
Q2 | $913K | Buy |
1,678
+330
| +24% | +$180K | 0.15% | 96 |
|
|
2024
Q1 | $705K | Buy |
+1,348
| New | +$705K | 0.13% | 104 |
|