HAM
Harmony Asset Management’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 | $3.28M | Sell |
5,316
-72
| -1% | -$44.5K | 1.23% | 18 |
|
|
2025
Q1 | $3.01M | Buy |
5,388
+236
| +5% | +$132K | 1.26% | 19 |
|
|
2024
Q4 | $3.02M | Sell |
5,152
-218
| -4% | -$128K | 1.2% | 22 |
|
|
2024
Q3 | $3.08M | Sell |
5,370
-311
| -5% | -$178K | 1.13% | 26 |
|
|
2024
Q2 | $3.09M | Sell |
5,681
-521
| -8% | -$284K | 1.3% | 21 |
|
|
2024
Q1 | $3.24M | Sell |
6,202
-109
| -2% | -$57K | 1.34% | 23 |
|
|
2023
Q4 | $3M | Buy |
+6,311
| New | +$3M | 1.27% | 23 |
|