Hiley Hunt 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 | $1.7M | Buy |
2,742
+1,434
| +110% | +$890K | 0.86% | 17 |
|
|
2025
Q1 | $734K | Sell |
1,308
-762
| -37% | -$427K | 0.4% | 25 |
|
|
2024
Q4 | $1.21M | Sell |
2,070
-100
| -5% | -$58.6K | 0.67% | 23 |
|
|
2024
Q3 | $1.24M | Sell |
2,170
-46
| -2% | -$26.4K | 0.71% | 22 |
|
|
2024
Q2 | $1.21M | Sell |
2,216
-21
| -0.9% | -$11.4K | 0.75% | 23 |
|
|
2024
Q1 | $1.17M | Hold |
2,237
| – | – | 0.77% | 20 |
|
|
2023
Q4 | $1.06M | Buy |
+2,237
| New | +$1.06M | 0.79% | 21 |
|