JDM Financial Group’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 | $5.76M | Buy |
9,318
+1
| +0% | +$618 | 2.72% | 10 |
|
|
2025
Q1 | $5.21M | Sell |
9,317
-579
| -6% | -$324K | 2.64% | 10 |
|
|
2024
Q4 | $5.8M | Buy |
9,896
+65
| +0.7% | +$38.1K | 3.01% | 10 |
|
|
2024
Q3 | $5.64M | Sell |
9,831
-1,502
| -13% | -$862K | 3.07% | 10 |
|
|
2024
Q2 | $6.17M | Sell |
11,333
-6
| -0.1% | -$3.27K | 4.17% | 7 |
|
|
2024
Q1 | $5.93M | Sell |
11,339
-108
| -0.9% | -$56.5K | 4.32% | 6 |
|
|
2023
Q4 | $5.44M | Sell |
11,447
-66
| -0.6% | -$31.4K | 4.51% | 6 |
|
|
2023
Q3 | $4.92M | Sell |
11,513
-4
| -0% | -$1.71K | 4.54% | 6 |
|
|
2023
Q2 | $5.11M | Buy |
11,517
+3
| +0% | +$1.33K | 4.44% | 6 |
|
|
2023
Q1 | $4.71M | Sell |
11,514
-92
| -0.8% | -$37.7K | 4.34% | 6 |
|
|
2022
Q4 | $4.44M | Buy |
+11,606
| New | +$4.44M | 4.25% | 6 |
|