Keeler & Nadler Financial Planning & Wealth 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 | $6.94M | Buy |
11,230
+287
| +3% | +$177K | 2.78% | 11 |
|
|
2025
Q1 | $6.08M | Buy |
10,943
+183
| +2% | +$102K | 2.74% | 12 |
|
|
2024
Q4 | $6.31M | Buy |
10,760
+294
| +3% | +$172K | 2.95% | 11 |
|
|
2024
Q3 | $6M | Buy |
10,466
+869
| +9% | +$499K | 2.93% | 11 |
|
|
2024
Q2 | $5.22M | Buy |
9,597
+1,015
| +12% | +$552K | 2.87% | 11 |
|
|
2024
Q1 | $4.49M | Buy |
8,582
+2,066
| +32% | +$1.08M | 2.7% | 11 |
|
|
2023
Q4 | $3.1M | Buy |
+6,516
| New | +$3.1M | 2.24% | 14 |
|
|
2022
Q4 | $533K | Buy |
+1,394
| New | +$533K | 0.48% | 32 |
|
|
2021
Q4 | $563K | Buy |
+1,184
| New | +$563K | 0.52% | 32 |
|