Fortune Financial Advisors’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 | $1.32M | Buy |
2,129
+23
| +1% | +$14.2K | 1.06% | 31 |
|
|
2025
Q1 | $1.18M | Sell |
2,106
-18
| -0.8% | -$10.1K | 1.02% | 32 |
|
|
2024
Q4 | $1.24M | Sell |
2,124
-11
| -0.5% | -$6.45K | 1.13% | 29 |
|
|
2024
Q3 | $1.23M | Sell |
2,135
-34
| -2% | -$19.5K | 1.11% | 32 |
|
|
2024
Q2 | $1.18M | Sell |
2,169
-14
| -0.6% | -$7.62K | 0.72% | 47 |
|
|
2024
Q1 | $1.14M | Sell |
2,183
-55
| -2% | -$28.8K | 0.72% | 43 |
|
|
2023
Q4 | $1.06M | Sell |
2,238
-111
| -5% | -$52.8K | 0.74% | 42 |
|
|
2023
Q3 | $1M | Buy |
2,349
+13
| +0.6% | +$5.56K | 0.77% | 43 |
|
|
2023
Q2 | $1.04M | Buy |
+2,336
| New | +$1.04M | 0.78% | 41 |
|