LBWM
Left Brain Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Hold |
1,306
| – | – | 0.28% | 53 |
|
|
2025
Q1 | $731K | Hold |
1,306
| – | – | 0.32% | 49 |
|
|
2024
Q4 | $765K | Sell |
1,306
-124
| -9% | -$72.7K | 0.29% | 50 |
|
|
2024
Q3 | $820K | Buy |
1,430
+24
| +2% | +$13.8K | 0.38% | 50 |
|
|
2024
Q2 | $765K | Hold |
1,406
| – | – | 0.36% | 48 |
|
|
2024
Q1 | $735K | Hold |
1,406
| – | – | 0.36% | 47 |
|
|
2023
Q4 | $668K | Sell |
1,406
-479
| -25% | -$228K | 0.39% | 52 |
|
|
2023
Q3 | $806K | Hold |
1,885
| – | – | 0.5% | 48 |
|
|
2023
Q2 | $836K | Hold |
1,885
| – | – | 0.51% | 50 |
|
|
2023
Q1 | $784K | Hold |
1,885
| – | – | 0.53% | 48 |
|
|
2022
Q4 | $721K | Buy |
+1,885
| New | +$721K | 0.54% | 44 |
|