Inspire Trust Company’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 | $4.93M | Sell |
7,978
-2,687
| -25% | -$1.66M | 1.02% | 34 |
|
2025
Q1 | $5.97M | Sell |
10,665
-14,729
| -58% | -$8.24M | 1.42% | 15 |
|
2024
Q4 | $14.9M | Sell |
25,394
-727
| -3% | -$426K | 3.8% | 2 |
|
2024
Q3 | $15M | Buy |
26,121
+2,185
| +9% | +$1.25M | 4.13% | 2 |
|
2024
Q2 | $13M | Buy |
23,936
+16,339
| +215% | +$8.89M | 4.3% | 2 |
|
2024
Q1 | $3.97M | Sell |
7,597
-12,248
| -62% | -$6.41M | 2.22% | 8 |
|
2023
Q4 | $9.43M | Buy |
+19,845
| New | +$9.43M | 9.73% | 1 |
|