GA
Gordian 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 | $711K | Buy |
1,150
+27
| +2% | +$16.7K | 0.51% | 15 |
|
2025
Q1 | $628K | Buy |
+1,123
| New | +$628K | 0.5% | 15 |
|
2024
Q2 | – | Sell |
-2,780
| Closed | -$1.45M | – | 30 |
|
2024
Q1 | $1.45M | Hold |
2,780
| – | – | 1.34% | 10 |
|
2023
Q4 | $1.32M | Buy |
+2,780
| New | +$1.32M | 1.3% | 10 |
|