Investment Partners Asset Management’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 | $1.27M | Buy |
2,050
+28
| +1% | +$17.3K | 0.88% | 29 |
|
|
2025
Q1 | $1.13M | Buy |
2,022
+286
| +16% | +$160K | 0.89% | 32 |
|
|
2024
Q4 | $1.02M | Buy |
1,736
+110
| +7% | +$64.5K | 0.8% | 35 |
|
|
2024
Q3 | $933K | Buy |
1,626
+61
| +4% | +$35K | 0.76% | 38 |
|
|
2024
Q2 | $852K | Buy |
1,565
+57
| +4% | +$31K | 0.76% | 37 |
|
|
2024
Q1 | $789K | Sell |
1,508
-150
| -9% | -$78.5K | 0.71% | 42 |
|
|
2023
Q4 | $788K | Buy |
+1,658
| New | +$788K | 0.78% | 38 |
|