IIA
Integral Investment Advisors’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 | $2.75M | Buy |
4,449
+53
| +1% | +$32.7K | 0.78% | 26 |
|
|
2025
Q1 | $2.46M | Buy |
4,396
+297
| +7% | +$166K | 0.79% | 28 |
|
|
2024
Q4 | $2.4M | Buy |
4,099
+70
| +2% | +$41K | 0.78% | 27 |
|
|
2024
Q3 | $2.31M | Buy |
4,029
+181
| +5% | +$104K | 0.77% | 26 |
|
|
2024
Q2 | $2.1M | Buy |
3,848
+1,764
| +85% | +$964K | 0.78% | 29 |
|
|
2024
Q1 | $1.09M | Buy |
+2,084
| New | +$1.09M | 0.45% | 38 |
|
|
2022
Q4 | – | Sell |
-2,008
| Closed | -$717K | – | 85 |
|
|
2022
Q3 | $717K | Hold |
2,008
| – | – | 0.59% | 38 |
|
|
2022
Q2 | $758K | Sell |
2,008
-1,106
| -36% | -$418K | 0.64% | 34 |
|
|
2022
Q1 | $1.41M | Buy |
3,114
+1,052
| +51% | +$475K | 0.88% | 25 |
|
|
2021
Q4 | $979K | Buy |
+2,062
| New | +$979K | 0.7% | 31 |
|