IFS
Intelligent Financial Strategies’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 | $740K | Hold |
1,194
| – | – | 0.39% | 22 |
|
|
2025
Q1 | $670K | Hold |
1,194
| – | – | 0.35% | 23 |
|
|
2024
Q4 | $702K | Hold |
1,194
| – | – | 0.39% | 23 |
|
|
2024
Q3 | $687K | Hold |
1,194
| – | – | 0.38% | 23 |
|
|
2024
Q2 | $652K | Hold |
1,194
| – | – | 0.4% | 23 |
|
|
2024
Q1 | $626K | Hold |
1,194
| – | – | 0.39% | 28 |
|
|
2023
Q4 | $570K | Hold |
1,194
| – | – | 0.4% | 30 |
|
|
2023
Q3 | $512K | Hold |
1,194
| – | – | 0.38% | 31 |
|
|
2023
Q2 | $531K | Hold |
1,194
| – | – | 0.39% | 31 |
|
|
2023
Q1 | $491K | Hold |
1,194
| – | – | 0.38% | 32 |
|
|
2022
Q4 | $459K | Hold |
1,194
| – | – | 0.39% | 34 |
|
|
2022
Q3 | $426K | Hold |
1,194
| – | – | 0.45% | 38 |
|
|
2022
Q2 | $450K | Hold |
1,194
| – | – | 0.46% | 36 |
|
|
2022
Q1 | $539K | Hold |
1,194
| – | – | 0.53% | 34 |
|
|
2021
Q4 | $567K | Buy |
+1,194
| New | +$567K | 0.51% | 36 |
|