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FSA 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 | $1.48M | Buy |
2,398
+216
| +10% | +$133K | 1.2% | 20 |
|
2025
Q1 | $1.22M | Buy |
2,182
+1,068
| +96% | +$597K | 0.97% | 26 |
|
2024
Q4 | $653K | Sell |
1,114
-1,476
| -57% | -$865K | 0.8% | 41 |
|
2024
Q3 | $1.45M | Sell |
2,590
-101
| -4% | -$56.7K | 1.45% | 14 |
|
2024
Q2 | $1.44M | Buy |
2,691
+243
| +10% | +$130K | 1.5% | 13 |
|
2024
Q1 | $1.28M | Buy |
2,448
+255
| +12% | +$133K | 1.37% | 14 |
|
2023
Q4 | $1.04M | Buy |
+2,193
| New | +$1.04M | 1.29% | 18 |
|