LFA
Level Financial Advisors’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 | $2.36M | Sell |
3,825
-122
| -3% | -$75.4K | 0.74% | 30 |
|
|
2025
Q1 | $2.21M | Buy |
3,947
+3,227
| +448% | +$1.81M | 0.75% | 29 |
|
|
2024
Q4 | $422K | Hold |
720
| – | – | 0.15% | 60 |
|
|
2024
Q3 | $413K | Buy |
720
+209
| +41% | +$120K | 0.16% | 57 |
|
|
2024
Q2 | $278K | Hold |
511
| – | – | 0.12% | 61 |
|
|
2024
Q1 | $267K | Hold |
511
| – | – | 0.12% | 64 |
|
|
2023
Q4 | $243K | Hold |
511
| – | – | 0.12% | 59 |
|
|
2023
Q3 | $218K | Sell |
511
-11
| -2% | -$4.7K | 0.12% | 56 |
|
|
2023
Q2 | $231K | Hold |
522
| – | – | 0.13% | 55 |
|
|
2023
Q1 | $214K | Hold |
522
| – | – | 0.13% | 52 |
|
|
2022
Q4 | $200K | Hold |
522
| – | – | 0.13% | 49 |
|
|
2022
Q3 | $186K | Sell |
522
-10
| -2% | -$3.56K | 0.14% | 50 |
|
|
2022
Q2 | $201K | Sell |
532
-64
| -11% | -$24.2K | 0.15% | 48 |
|
|
2022
Q1 | $269K | Hold |
596
| – | – | 0.21% | 34 |
|
|
2021
Q4 | $283K | Buy |
+596
| New | +$283K | 0.22% | 35 |
|