IAP
Indie Asset Partners’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 | $760K | Sell |
1,230
-318
| -21% | -$196K | 1.38% | 22 |
|
|
2025
Q1 | $866K | Sell |
1,548
-62
| -4% | -$34.7K | 0.75% | 21 |
|
|
2024
Q4 | $943K | Sell |
1,610
-44
| -3% | -$25.8K | 0.74% | 23 |
|
|
2024
Q3 | $949K | Sell |
1,654
-33
| -2% | -$18.9K | 0.71% | 22 |
|
|
2024
Q2 | $918K | Buy |
1,687
+313
| +23% | +$170K | 0.73% | 21 |
|
|
2024
Q1 | $719K | Buy |
1,374
+61
| +5% | +$31.9K | 0.64% | 25 |
|
|
2023
Q4 | $624K | Buy |
1,313
+64
| +5% | +$30.4K | 0.56% | 24 |
|
|
2023
Q3 | $534K | Buy |
1,249
+51
| +4% | +$21.8K | 0.54% | 25 |
|
|
2023
Q2 | $531K | Sell |
1,198
-44
| -4% | -$19.5K | 0.58% | 28 |
|
|
2023
Q1 | $508K | Sell |
1,242
-190
| -13% | -$77.8K | 0.59% | 29 |
|
|
2022
Q4 | $548K | Sell |
1,432
-25
| -2% | -$9.56K | 0.6% | 35 |
|
|
2022
Q3 | $520K | Sell |
1,457
-277
| -16% | -$98.9K | 0.53% | 32 |
|
|
2022
Q2 | $654K | Sell |
1,734
-265
| -13% | -$99.9K | 0.58% | 30 |
|
|
2022
Q1 | $903K | Sell |
1,999
-447
| -18% | -$202K | 0.68% | 19 |
|
|
2021
Q4 | $1.16M | Buy |
2,446
+230
| +10% | +$109K | 0.84% | 16 |
|
|
2021
Q3 | $951K | Sell |
2,216
-25
| -1% | -$10.7K | 0.77% | 22 |
|
|
2021
Q2 | $959K | Buy |
2,241
+20
| +0.9% | +$8.56K | 0.78% | 18 |
|
|
2021
Q1 | $880K | Sell |
2,221
-1,178
| -35% | -$467K | 1% | 20 |
|
|
2020
Q4 | $1.27M | Sell |
3,399
-1,325
| -28% | -$495K | 1.48% | 14 |
|
|
2020
Q3 | $1.58M | Sell |
4,724
-240
| -5% | -$80.4K | 1.98% | 14 |
|
|
2020
Q2 | $1.67M | Sell |
4,964
-5,808
| -54% | -$1.95M | 2.09% | 11 |
|
|
2020
Q1 | $2.78M | Buy |
10,772
+1,252
| +13% | +$323K | 3.46% | 7 |
|
|
2019
Q4 | $3.06M | Buy |
+9,520
| New | +$3.06M | 3.25% | 8 |
|