GSIAS
Garden State Investment Advisory Services’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 | $5.75M | Sell |
9,301
-270
| -3% | -$167K | 1.45% | 13 |
|
2025
Q1 | $5.36M | Buy |
9,571
+524
| +6% | +$294K | 1.72% | 12 |
|
2024
Q4 | $5.31M | Sell |
9,047
-71
| -0.8% | -$41.6K | 1.58% | 14 |
|
2024
Q3 | $5.24M | Buy |
9,118
+114
| +1% | +$65.5K | 1.68% | 15 |
|
2024
Q2 | $4.91M | Buy |
9,004
+89
| +1% | +$48.5K | 1.69% | 16 |
|
2024
Q1 | $4.67M | Buy |
8,915
+267
| +3% | +$140K | 1.71% | 15 |
|
2023
Q4 | $4.12M | Sell |
8,648
-6
| -0.1% | -$2.86K | 1.64% | 16 |
|
2023
Q3 | $3.7M | Buy |
8,654
+39
| +0.5% | +$16.7K | 1.7% | 15 |
|
2023
Q2 | $3.82M | Buy |
8,615
+738
| +9% | +$327K | 1.5% | 15 |
|
2023
Q1 | $3.23M | Sell |
7,877
-699
| -8% | -$286K | 1.39% | 14 |
|
2022
Q4 | $3.28M | Buy |
+8,576
| New | +$3.28M | 1.94% | 11 |
|