Inspire Advisors’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 | $326K | Buy |
+528
| New | +$326K | 0.03% | 363 |
|
2025
Q1 | – | Sell |
-354
| Closed | -$207K | – | 515 |
|
2024
Q4 | $207K | Buy |
+354
| New | +$207K | 0.03% | 368 |
|
2023
Q3 | – | Sell |
-87
| Closed | -$38.4K | – | 302 |
|
2023
Q2 | $38.4K | Buy |
+87
| New | +$38.4K | 0.01% | 240 |
|
2021
Q1 | – | Sell |
-6
| Closed | -$2K | – | 629 |
|
2020
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 698 |
|