Hibernia Wealth 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 | – | Sell |
-29,574
| Closed | -$15.9M | – | 105 |
|
|
2025
Q1 | $15.9M | Buy |
+29,574
| New | +$15.9M | 11.32% | 3 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 108 |
|
|
2024
Q3 | – | Sell |
-75,623
| Closed | -$41.2M | – | 129 |
|
|
2024
Q2 | $41.2M | Buy |
75,623
+40,750
| +117% | +$22.2M | 14.34% | 2 |
|
|
2024
Q1 | $18.2M | Buy |
34,873
+660
| +2% | +$345K | 12.36% | 2 |
|
|
2023
Q4 | $16.3M | Buy |
34,213
+34,134
| +43,208% | +$16.2M | 12.19% | 2 |
|
|
2023
Q3 | $33.9K | Buy |
+79
| New | +$33.9K | 0.03% | 103 |
|