HFG Wealth Management’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 | $615K | Sell |
1,099
-273
| -20% | -$153K | 0.37% | 38 |
|
|
2025
Q1 | $804K | Buy |
1,372
+685
| +100% | +$401K | 0.49% | 30 |
|
|
2024
Q4 | $394K | Buy |
687
+75
| +12% | +$43K | 0.26% | 33 |
|
|
2024
Q3 | $333K | Hold |
612
| – | – | 0.21% | 34 |
|
|
2024
Q2 | $333K | Buy |
+612
| New | +$333K | 0.21% | 34 |
|
|
2024
Q1 | – | Sell |
-3,600
| Closed | -$1.71M | – | 56 |
|
|
2023
Q4 | $1.71M | Buy |
+3,600
| New | +$1.71M | 0.42% | 33 |
|
|
2023
Q1 | $5.56M | Buy |
+13,570
| New | +$5.56M | 1.15% | 20 |
|