HCMG
Howard Capital Management Group’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 | $93M | Sell |
150,553
-548
| -0.4% | -$339K | 6.46% | 3 |
|
2025
Q1 | $84.5M | Sell |
151,101
-778
| -0.5% | -$435K | 6.58% | 3 |
|
2024
Q4 | $89M | Sell |
151,879
-1,076
| -0.7% | -$631K | 6.09% | 3 |
|
2024
Q3 | $87.8M | Sell |
152,955
-4,007
| -3% | -$2.3M | 6.16% | 3 |
|
2024
Q2 | $85.4M | Buy |
156,962
+1,358
| +0.9% | +$739K | 6.3% | 4 |
|
2024
Q1 | $81.4M | Sell |
155,604
-2,021
| -1% | -$1.06M | 6.27% | 3 |
|
2023
Q4 | $74.9M | Sell |
157,625
-3,301
| -2% | -$1.57M | 6.49% | 3 |
|
2023
Q3 | $68.8M | Buy |
160,926
+1,816
| +1% | +$776K | 6.64% | 3 |
|
2023
Q2 | $70.5M | Buy |
159,110
+2,680
| +2% | +$1.19M | 6.57% | 3 |
|
2023
Q1 | $64M | Sell |
156,430
-7
| -0% | -$2.87K | 6.77% | 2 |
|
2022
Q4 | $59.8M | Sell |
156,437
-1,674
| -1% | -$640K | 7.17% | 1 |
|
2022
Q3 | $56.5M | Sell |
158,111
-1,059
| -0.7% | -$378K | 7.14% | 2 |
|
2022
Q2 | $60M | Buy |
159,170
+1,553
| +1% | +$586K | 7.05% | 2 |
|
2022
Q1 | $71.2M | Buy |
157,617
+1,508
| +1% | +$681K | 6.47% | 2 |
|
2021
Q4 | $74.1M | Buy |
156,109
+1,060
| +0.7% | +$503K | 6.12% | 2 |
|
2021
Q3 | $66.5M | Sell |
155,049
-160
| -0.1% | -$68.7K | 6.16% | 2 |
|
2021
Q2 | $66.4M | Buy |
155,209
+1,046
| +0.7% | +$448K | 6.25% | 1 |
|
2021
Q1 | $61.1M | Buy |
+154,163
| New | +$61.1M | 6.39% | 1 |
|