HPIA
Hamilton Point Investment 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 | $4.4M | Sell |
7,109
-180
| -2% | -$112K | 0.73% | 49 |
|
|
2025
Q1 | $4.09M | Sell |
7,289
-80
| -1% | -$44.9K | 0.74% | 52 |
|
|
2024
Q4 | $4.33M | Buy |
7,369
+80
| +1% | +$47K | 0.76% | 50 |
|
|
2024
Q3 | $4.19M | Hold |
7,289
| – | – | 0.74% | 53 |
|
|
2024
Q2 | $3.98M | Hold |
7,289
| – | – | 0.76% | 51 |
|
|
2024
Q1 | $3.82M | Sell |
7,289
-1,071
| -13% | -$562K | 0.73% | 51 |
|
|
2023
Q4 | $3.99M | Hold |
8,360
| – | – | 0.8% | 50 |
|
|
2023
Q3 | $3.59M | Hold |
8,360
| – | – | 0.89% | 49 |
|
|
2023
Q2 | $3.72M | Sell |
8,360
-14
| -0.2% | -$6.23K | 0.89% | 49 |
|
|
2023
Q1 | $3.44M | Buy |
+8,374
| New | +$3.44M | 0.83% | 49 |
|