Insigneo Advisory Services’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 | $50.4M | Buy |
85,851
+11,758
| +16% | +$6.91M | 4.33% | 3 |
|
|
2025
Q1 | $41.4M | Sell |
74,093
-1,952
| -3% | -$1.09M | 4.28% | 2 |
|
|
2024
Q4 | $42.4M | Buy |
76,045
+12,158
| +19% | +$6.78M | 4.38% | 2 |
|
|
2024
Q3 | $36.7M | Buy |
63,887
+4,778
| +8% | +$2.74M | 3.7% | 4 |
|
|
2024
Q2 | $30.6M | Sell |
59,109
-19,814
| -25% | -$10.3M | 3.44% | 5 |
|
|
2024
Q1 | $41.4M | Buy |
78,923
+7,683
| +11% | +$4.03M | 4.92% | 2 |
|
|
2023
Q4 | $34M | Buy |
71,240
+13,630
| +24% | +$6.5M | 4.79% | 2 |
|
|
2023
Q3 | $24.7M | Buy |
57,610
+1,706
| +3% | +$732K | 5.03% | 2 |
|
|
2023
Q2 | $24.9M | Buy |
55,904
+20,875
| +60% | +$9.29M | 4.77% | 2 |
|
|
2023
Q1 | $14.4M | Buy |
35,029
+7,355
| +27% | +$3.02M | 4.58% | 2 |
|
|
2022
Q4 | $10.6M | Buy |
+27,674
| New | +$10.6M | 4.03% | 2 |
|