Lazari Capital 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 | $2.55M | Sell |
4,131
-28
| -0.7% | -$17.3K | 0.96% | 20 |
|
2025
Q1 | $2.33M | Buy |
4,159
+335
| +9% | +$187K | 0.95% | 21 |
|
2024
Q4 | $2.24M | Buy |
3,824
+35
| +0.9% | +$20.5K | 0.89% | 20 |
|
2024
Q3 | $2.17M | Sell |
3,789
-265
| -7% | -$152K | 0.93% | 22 |
|
2024
Q2 | $2.21M | Buy |
4,054
+1,432
| +55% | +$779K | 0.99% | 20 |
|
2024
Q1 | $1.37M | Sell |
2,622
-133
| -5% | -$69.6K | 0.75% | 26 |
|
2023
Q4 | $1.31M | Sell |
2,755
-57
| -2% | -$27.1K | 0.75% | 28 |
|
2023
Q3 | $1.2M | Buy |
2,812
+207
| +8% | +$88.5K | 0.72% | 26 |
|
2023
Q2 | $1.15M | Buy |
+2,605
| New | +$1.15M | 0.65% | 29 |
|