GA
Goldstein 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 | $2.37M | Hold |
3,832
| – | – | 0.32% | 35 |
|
|
2025
Q1 | $2.14M | Sell |
3,832
-14
| -0.4% | -$7.83K | 0.31% | 35 |
|
|
2024
Q4 | $2.25M | Buy |
3,846
+3,146
| +449% | +$1.84M | 0.33% | 34 |
|
|
2024
Q3 | $402K | Buy |
700
+13
| +2% | +$7.46K | 0.06% | 101 |
|
|
2024
Q2 | $374K | Buy |
687
+20
| +3% | +$10.9K | 0.06% | 98 |
|
|
2024
Q1 | $349K | Sell |
667
-15
| -2% | -$7.85K | 0.06% | 101 |
|
|
2023
Q4 | $324K | Buy |
682
+5
| +0.7% | +$2.38K | 0.05% | 135 |
|
|
2023
Q3 | $289K | Sell |
677
-14
| -2% | -$5.99K | 0.06% | 107 |
|
|
2023
Q2 | $306K | Sell |
691
-3
| -0.4% | -$1.33K | 0.06% | 101 |
|
|
2023
Q1 | $284K | Sell |
694
-15
| -2% | -$6.14K | 0.06% | 106 |
|
|
2022
Q4 | $271K | Buy |
+709
| New | +$271K | 0.07% | 107 |
|