IP
Ignite Planners’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 | $8.57M | Sell |
13,657
-12
| -0.1% | -$7.53K | 1.49% | 9 |
|
2025
Q1 | $7.63M | Sell |
13,669
-53
| -0.4% | -$29.6K | 1.49% | 10 |
|
2024
Q4 | $8.12M | Buy |
13,722
+268
| +2% | +$159K | 1.78% | 8 |
|
2024
Q3 | $7.72M | Sell |
13,454
-607
| -4% | -$348K | 1.77% | 9 |
|
2024
Q2 | $7.8M | Sell |
14,061
-96
| -0.7% | -$53.2K | 1.9% | 9 |
|
2024
Q1 | $7.39M | Sell |
14,157
-753
| -5% | -$393K | 2.07% | 6 |
|
2023
Q4 | $7.05M | Sell |
14,910
-1,541
| -9% | -$728K | 2.09% | 5 |
|
2023
Q3 | $6.98M | Buy |
16,451
+207
| +1% | +$87.9K | 2.13% | 5 |
|
2023
Q2 | $7.12M | Sell |
16,244
-177
| -1% | -$77.6K | 2.74% | 4 |
|
2023
Q1 | $6.73M | Sell |
16,421
-445
| -3% | -$182K | 2.76% | 4 |
|
2022
Q4 | $6.84M | Buy |
16,866
+1,950
| +13% | +$791K | 2.86% | 3 |
|
2022
Q3 | $5.47M | Sell |
14,916
-241
| -2% | -$88.3K | 4.37% | 2 |
|
2022
Q2 | $5.9M | Sell |
15,157
-417
| -3% | -$162K | 4.84% | 2 |
|
2022
Q1 | $6.64M | Sell |
15,574
-106
| -0.7% | -$45.2K | 4.45% | 2 |
|
2021
Q4 | $7.17M | Buy |
+15,680
| New | +$7.17M | 4.66% | 2 |
|