Future Financial Wealth Management’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 | $321K | Hold |
520
| – | – | 0.22% | 83 |
|
|
2025
Q1 | $291K | Hold |
520
| – | – | 0.21% | 82 |
|
|
2024
Q4 | $305K | Hold |
520
| – | – | 0.22% | 81 |
|
|
2024
Q3 | $298K | Sell |
520
-3
| -0.6% | -$1.72K | 0.21% | 86 |
|
|
2024
Q2 | $285K | Hold |
523
| – | – | 0.25% | 86 |
|
|
2024
Q1 | $274K | Hold |
523
| – | – | 0.21% | 88 |
|
|
2023
Q4 | $249K | Buy |
+523
| New | +$249K | 0.25% | 86 |
|
|
2023
Q1 | – | Sell |
-992
| Closed | -$379K | – | 123 |
|
|
2022
Q4 | $379K | Buy |
+992
| New | +$379K | 0.43% | 66 |
|
|
2022
Q3 | – | Sell |
-458
| Closed | -$207K | – | 139 |
|
|
2022
Q2 | $207K | Hold |
458
| – | – | 0.2% | 118 |
|
|
2022
Q1 | $207K | Sell |
458
-28
| -6% | -$12.7K | 0.17% | 118 |
|
|
2021
Q4 | $232K | Buy |
+486
| New | +$232K | 0.19% | 111 |
|