Founders Financial Alliance’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 | $6.49M | Buy |
10,504
+504
| +5% | +$311K | 1.48% | 11 |
|
|
2025
Q1 | $5.59M | Buy |
10,000
+1,272
| +15% | +$712K | 1.36% | 11 |
|
|
2024
Q4 | $5.12M | Buy |
8,728
+46
| +0.5% | +$27K | 1.41% | 11 |
|
|
2024
Q3 | $4.98M | Sell |
8,682
-479
| -5% | -$275K | 1.39% | 11 |
|
|
2024
Q2 | $4.99M | Sell |
9,161
-432
| -5% | -$235K | 1.48% | 10 |
|
|
2024
Q1 | $5.02M | Buy |
9,593
+231
| +2% | +$121K | 1.51% | 9 |
|
|
2023
Q4 | $4.45M | Buy |
9,362
+155
| +2% | +$73.7K | 1.73% | 7 |
|
|
2023
Q3 | $3.94M | Sell |
9,207
-64
| -0.7% | -$27.4K | 1.72% | 7 |
|
|
2023
Q2 | $4.11M | Buy |
9,271
+388
| +4% | +$172K | 1.62% | 7 |
|
|
2023
Q1 | $3.64M | Sell |
8,883
-380
| -4% | -$156K | 1.82% | 5 |
|
|
2022
Q4 | $3.54M | Sell |
9,263
-284
| -3% | -$109K | 1.63% | 5 |
|
|
2022
Q3 | $3.41M | Buy |
9,547
+375
| +4% | +$134K | 1.74% | 6 |
|
|
2022
Q2 | $3.46M | Sell |
9,172
-497
| -5% | -$187K | 1.75% | 7 |
|
|
2022
Q1 | $4.37M | Sell |
9,669
-103
| -1% | -$46.5K | 1.94% | 7 |
|
|
2021
Q4 | $4.64M | Sell |
9,772
-809
| -8% | -$384K | 1.87% | 7 |
|
|
2021
Q3 | $4.54M | Sell |
10,581
-986
| -9% | -$423K | 2.12% | 6 |
|
|
2021
Q2 | $4.95M | Buy |
11,567
+365
| +3% | +$156K | 2.25% | 5 |
|
|
2021
Q1 | $4.57M | Buy |
11,202
+711
| +7% | +$290K | 2.25% | 6 |
|
|
2020
Q4 | $3.92M | Buy |
10,491
+141
| +1% | +$52.7K | 2.22% | 6 |
|
|
2020
Q3 | $3.48M | Buy |
+10,350
| New | +$3.48M | 2.08% | 6 |
|