FourThought Financial Partners’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
$2.02M Sell
3,265
-1
-0% -$618 0.2% 101
2025
Q1
$1.83M Buy
3,266
+58
+2% +$32.4K 0.19% 104
2024
Q4
$1.88M Buy
3,208
+13
+0.4% +$7.62K 0.2% 101
2024
Q3
$1.83M Sell
3,195
-17
-0.5% -$9.75K 0.22% 89
2024
Q2
$1.75M Buy
3,212
+303
+10% +$165K 0.22% 85
2024
Q1
$1.52M Sell
2,909
-472
-14% -$247K 0.17% 107
2023
Q4
$1.61M Buy
3,381
+993
+42% +$472K 0.2% 99
2023
Q3
$1.02M Buy
2,388
+8
+0.3% +$3.42K 0.14% 113
2023
Q2
$1.06M Sell
2,380
-487
-17% -$216K 0.14% 115
2023
Q1
$1.17M Sell
2,867
-16
-0.6% -$6.55K 0.16% 113
2022
Q4
$1.1M Buy
+2,883
New +$1.1M 0.16% 115