Johnson Bixby & Associates’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 | $730K | Sell |
1,181
-47
| -4% | -$29K | 0.1% | 56 |
|
2025
Q1 | $687K | Buy |
1,228
+714
| +139% | +$399K | 0.1% | 54 |
|
2024
Q4 | $301K | Buy |
514
+4
| +0.8% | +$2.34K | 0.05% | 90 |
|
2024
Q3 | $292K | Buy |
510
+30
| +6% | +$17.2K | 0.04% | 94 |
|
2024
Q2 | $261K | Buy |
480
+70
| +17% | +$38.1K | 0.04% | 95 |
|
2024
Q1 | $215K | Buy |
+410
| New | +$215K | 0.04% | 104 |
|