International Private Wealth 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 | $8.5M | Buy |
13,755
+1,418
| +11% | +$876K | 7.29% | 1 |
|
|
2025
Q1 | $6.9M | Sell |
12,337
-1,455
| -11% | -$814K | 6.61% | 1 |
|
|
2024
Q4 | $8.08M | Buy |
13,792
+2,164
| +19% | +$1.27M | 8.04% | 1 |
|
|
2024
Q3 | $6.67M | Buy |
11,628
+1,748
| +18% | +$1M | 9.78% | 1 |
|
|
2024
Q2 | $5.38M | Buy |
9,880
+660
| +7% | +$359K | 9.06% | 1 |
|
|
2024
Q1 | $4.82M | Sell |
9,220
-4,332
| -32% | -$2.27M | 9.31% | 1 |
|
|
2023
Q4 | $6.44M | Buy |
+13,552
| New | +$6.44M | 6.37% | 3 |
|