Gimbal Financial’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 | $486K | Buy |
787
+6
| +0.8% | +$3.71K | 0.3% | 27 |
|
|
2025
Q1 | $437K | Sell |
781
-9
| -1% | -$5.04K | 0.39% | 23 |
|
|
2024
Q4 | $463K | Buy |
790
+2
| +0.3% | +$1.17K | 0.38% | 27 |
|
|
2024
Q3 | $457K | Sell |
788
-166
| -17% | -$96.2K | 0.3% | 28 |
|
|
2024
Q2 | $531K | Sell |
954
-107
| -10% | -$59.5K | 0.39% | 21 |
|
|
2024
Q1 | $555K | Sell |
1,061
-60
| -5% | -$31.4K | 0.45% | 21 |
|
|
2023
Q4 | $533K | Buy |
+1,121
| New | +$533K | 0.53% | 20 |
|