Live Oak Investment Partners’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
Q1 | – | Hold |
0
| – | -$323K | – | 249 |
|
|
2024
Q4 | – | Hold |
0
| – | -$316K | – | 69 |
|
|
2024
Q3 | – | Hold |
0
| – | -$300K | – | 72 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 72 |
|
|
2023
Q4 | – | Hold |
0
| – | -$236K | – | 80 |
|
|
2023
Q3 | – | Hold |
0
| – | -$254K | – | 85 |
|
|
2023
Q2 | – | Hold |
0
| – | -$235K | – | 81 |
|
|
2023
Q1 | – | Hold |
0
| – | -$226K | – | 84 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 85 |
|