Hoge Financial Services’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 | $592K | Sell |
958
-81
| -8% | -$50.1K | 0.37% | 30 |
|
|
2025
Q1 | $581K | Buy |
1,039
+661
| +175% | +$370K | 0.41% | 29 |
|
|
2024
Q4 | $222K | Sell |
378
-35
| -8% | -$20.5K | 0.16% | 52 |
|
|
2024
Q3 | $237K | Sell |
413
-6
| -1% | -$3.44K | 0.18% | 47 |
|
|
2024
Q2 | $228K | Sell |
419
-147
| -26% | -$80.1K | 0.19% | 49 |
|
|
2024
Q1 | $296K | Buy |
566
+145
| +34% | +$75.9K | 0.24% | 40 |
|
|
2023
Q4 | $200K | Buy |
+421
| New | +$200K | 0.2% | 46 |
|