Great Oak Capital Partners’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 | $967K | Buy |
1,550
+249
| +19% | +$155K | 0.28% | 23 |
|
|
2025
Q1 | $756K | Hold |
1,301
| – | – | 0.25% | 22 |
|
|
2024
Q4 | $756K | Buy |
1,301
+1
| +0.1% | +$581 | 0.25% | 22 |
|
|
2024
Q3 | $745K | Hold |
1,300
| – | – | 0.26% | 22 |
|
|
2024
Q2 | $693K | Buy |
1,300
+2
| +0.2% | +$1.07K | 0.26% | 23 |
|
|
2024
Q1 | $679K | Buy |
1,298
+2
| +0.2% | +$1.05K | 0.3% | 21 |
|
|
2023
Q4 | $616K | Buy |
+1,296
| New | +$616K | 0.33% | 22 |
|