Greystone Financial Group’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 | $1.83M | Sell |
2,969
-9
| -0.3% | -$5.56K | 0.3% | 51 |
|
|
2025
Q1 | $1.67M | Sell |
2,978
-18
| -0.6% | -$10.1K | 0.3% | 56 |
|
|
2024
Q4 | $1.76M | Buy |
2,996
+3
| +0.1% | +$1.76K | 0.31% | 55 |
|
|
2024
Q3 | $1.72M | Buy |
2,993
+159
| +6% | +$91.2K | 0.31% | 56 |
|
|
2024
Q2 | $1.54M | Buy |
2,834
+1,346
| +90% | +$733K | 0.3% | 54 |
|
|
2024
Q1 | $778K | Buy |
1,488
+4
| +0.3% | +$2.09K | 0.16% | 70 |
|
|
2023
Q4 | $705K | Buy |
+1,484
| New | +$705K | 0.16% | 70 |
|