Keener Financial Planning’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 | $245K | Buy |
397
+57
| +17% | +$35.2K | 0.12% | 44 |
|
|
2025
Q1 | $190K | Hold |
340
| – | – | 0.12% | 44 |
|
|
2024
Q4 | $199K | Hold |
340
| – | – | 0.12% | 45 |
|
|
2024
Q3 | $195K | Hold |
340
| – | – | 0.13% | 42 |
|
|
2024
Q2 | $185K | Hold |
340
| – | – | 0.12% | 47 |
|
|
2024
Q1 | $178K | Hold |
340
| – | – | 0.12% | 49 |
|
|
2023
Q4 | $162K | Buy |
+340
| New | +$162K | 0.13% | 50 |
|