Leverty Financial Group’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 | $5.64M | Sell |
9,127
-2,060
| -18% | -$1.27M | 1.68% | 10 |
|
|
2025
Q1 | $6.26M | Buy |
11,187
+140
| +1% | +$78.3K | 2.56% | 6 |
|
|
2024
Q4 | $6.47M | Buy |
11,047
+100
| +0.9% | +$58.6K | 3.29% | 5 |
|
|
2024
Q3 | $6.28M | Buy |
10,947
+2,110
| +24% | +$1.21M | 3.43% | 5 |
|
|
2024
Q2 | $4.81M | Sell |
8,837
-267
| -3% | -$145K | 2.85% | 7 |
|
|
2024
Q1 | $4.76M | Sell |
9,104
-122
| -1% | -$63.8K | 2.84% | 7 |
|
|
2023
Q4 | $4.39M | Sell |
9,226
-697
| -7% | -$331K | 2.78% | 7 |
|
|
2023
Q3 | $4.24M | Sell |
9,923
-360
| -4% | -$154K | 3.08% | 6 |
|
|
2023
Q2 | $4.56M | Sell |
10,283
-157
| -2% | -$69.6K | 3.32% | 5 |
|
|
2023
Q1 | $4.27M | Buy |
10,440
+99
| +1% | +$40.5K | 3.35% | 5 |
|
|
2022
Q4 | $3.95M | Sell |
10,341
-303
| -3% | -$116K | 3.38% | 6 |
|
|
2022
Q3 | $3.8M | Sell |
10,644
-370
| -3% | -$132K | 3.68% | 3 |
|
|
2022
Q2 | $4.16M | Buy |
11,014
+8,022
| +268% | +$3.03M | 3.87% | 3 |
|
|
2022
Q1 | $1.35M | Buy |
2,992
+2,409
| +413% | +$1.09M | 1.07% | 9 |
|
|
2021
Q4 | $276K | Buy |
+583
| New | +$276K | 0.21% | 15 |
|