KKM Financial’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 | $9.75M | Buy |
15,761
+1,468
| +10% | +$908K | 3.39% | 2 |
|
|
2025
Q1 | $8M | Buy |
14,293
+2,897
| +25% | +$1.62M | 3.38% | 4 |
|
|
2024
Q4 | $6.7M | Buy |
11,396
+2,044
| +22% | +$1.2M | 2.79% | 4 |
|
|
2024
Q3 | $5.37M | Sell |
9,352
-1,082
| -10% | -$621K | 2.65% | 3 |
|
|
2024
Q2 | $5.57M | Sell |
10,434
-5
| -0% | -$2.67K | 2.64% | 4 |
|
|
2024
Q1 | $5.46M | Sell |
10,439
-479
| -4% | -$251K | 2.66% | 3 |
|
|
2023
Q4 | $5.19M | Buy |
+10,918
| New | +$5.19M | 3.27% | 2 |
|