Independent Wealth Network’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 | $1.75M | Buy |
2,828
+210
| +8% | +$130K | 0.64% | 40 |
|
|
2025
Q1 | $1.46M | Sell |
2,618
-16
| -0.6% | -$8.95K | 0.58% | 41 |
|
|
2024
Q4 | $1.54M | Sell |
2,634
-19
| -0.7% | -$11.1K | 0.63% | 39 |
|
|
2024
Q3 | $1.52M | Sell |
2,653
-1,134
| -30% | -$651K | 0.67% | 36 |
|
|
2024
Q2 | $2.06M | Buy |
3,787
+54
| +1% | +$29.4K | 0.96% | 27 |
|
|
2024
Q1 | $1.95M | Sell |
3,733
-214
| -5% | -$112K | 0.92% | 27 |
|
|
2023
Q4 | $1.88M | Buy |
3,947
+206
| +6% | +$97.9K | 0.99% | 21 |
|
|
2023
Q3 | $1.6M | Buy |
3,741
+724
| +24% | +$309K | 0.98% | 21 |
|
|
2023
Q2 | $1.34M | Buy |
+3,017
| New | +$1.34M | 0.8% | 27 |
|
|
2022
Q1 | – | Sell |
-6,114
| Closed | -$2.9M | – | 228 |
|
|
2021
Q4 | $2.9M | Buy |
6,114
+129
| +2% | +$61.3K | 1.79% | 12 |
|
|
2021
Q3 | $2.78M | Buy |
+5,985
| New | +$2.78M | 1.82% | 10 |
|