IFPG
Intrepid Financial Planning Group’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 | $18.7M | Sell |
30,305
-155
| -0.5% | -$95.8K | 7.87% | 2 |
|
|
2025
Q1 | $17M | Sell |
30,460
-733
| -2% | -$410K | 7.89% | 2 |
|
|
2024
Q4 | $18.3M | Sell |
31,193
-1,332
| -4% | -$781K | 7.72% | 2 |
|
|
2024
Q3 | $18.7M | Sell |
32,525
-1,922
| -6% | -$1.1M | 7.99% | 2 |
|
|
2024
Q2 | $18.7M | Sell |
34,447
-1,093
| -3% | -$595K | 8.04% | 2 |
|
|
2024
Q1 | $18.6M | Sell |
35,540
-232
| -0.6% | -$121K | 8.03% | 2 |
|
|
2023
Q4 | $17M | Sell |
35,772
-633
| -2% | -$301K | 8.13% | 2 |
|
|
2023
Q3 | $15.6M | Sell |
36,405
-1,204
| -3% | -$515K | 8.07% | 2 |
|
|
2023
Q2 | $16.7M | Sell |
37,609
-239
| -0.6% | -$106K | 8% | 2 |
|
|
2023
Q1 | $15.5M | Sell |
37,848
-910
| -2% | -$373K | 7.82% | 3 |
|
|
2022
Q4 | $14.8M | Sell |
38,758
-1,192
| -3% | -$456K | 8.05% | 3 |
|
|
2022
Q3 | $14.3M | Sell |
39,950
-236
| -0.6% | -$84.3K | 8.11% | 3 |
|
|
2022
Q2 | $15.2M | Buy |
+40,186
| New | +$15.2M | 8.33% | 3 |
|