HCMG
SPY icon

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