Libra Wealth’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 | $4.32M | Buy |
6,999
+1,296
| +23% | +$801K | 1.41% | 17 |
|
|
2025
Q1 | $3.19M | Hold |
5,703
| – | – | 1.2% | 17 |
|
|
2024
Q4 | $3.34M | Hold |
5,703
| – | – | 1.3% | 17 |
|
|
2024
Q3 | $3.27M | Hold |
5,703
| – | – | 1.31% | 17 |
|
|
2024
Q2 | $3.1M | Hold |
5,703
| – | – | 1.34% | 17 |
|
|
2024
Q1 | $2.98M | Sell |
5,703
-31
| -0.5% | -$16.2K | 1.31% | 18 |
|
|
2023
Q4 | $2.73M | Hold |
5,734
| – | – | 1.35% | 16 |
|
|
2023
Q3 | $2.45M | Hold |
5,734
| – | – | 1.36% | 15 |
|
|
2023
Q2 | $2.54M | Hold |
5,734
| – | – | 1.39% | 15 |
|
|
2023
Q1 | $2.35M | Hold |
5,734
| – | – | 1.36% | 14 |
|
|
2022
Q4 | $2.19M | Hold |
5,734
| – | – | 0.06% | 18 |
|
|
2022
Q3 | $2.05M | Hold |
5,734
| – | – | 1.32% | 14 |
|
|
2022
Q2 | $2.16M | Sell |
5,734
-43
| -0.7% | -$16.2K | 1.55% | 14 |
|
|
2022
Q1 | $2.61M | Hold |
5,777
| – | – | 1.5% | 10 |
|
|
2021
Q4 | $2.74M | Buy |
+5,777
| New | +$2.74M | 1.77% | 10 |
|