Forthright Family Wealth Advisory’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 | $2.55M | Buy |
4,130
+26
| +0.6% | +$16.1K | 1.62% | 16 |
|
|
2025
Q1 | $2.3M | Hold |
4,104
| – | – | 1.52% | 17 |
|
|
2024
Q4 | $2.41M | Hold |
4,104
| – | – | 1.56% | 18 |
|
|
2024
Q3 | $2.49M | Buy |
4,104
+449
| +12% | +$273K | 1.6% | 18 |
|
|
2024
Q2 | $1.99M | Hold |
3,655
| – | – | 1.28% | 21 |
|
|
2024
Q1 | $1.91M | Buy |
+3,655
| New | +$1.91M | 1.28% | 21 |
|