Luminvest Wealth Management’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 | $5.02M | Hold |
8,106
| – | – | 1.8% | 10 |
|
|
2025
Q1 | $4.53M | Hold |
8,106
| – | – | 1.87% | 10 |
|
|
2024
Q4 | $4.75M | Hold |
8,106
| – | – | 1.92% | 10 |
|
|
2024
Q3 | $4.67M | Hold |
8,106
| – | – | 1.94% | 10 |
|
|
2024
Q2 | $4.45M | Hold |
8,106
| – | – | 2.09% | 10 |
|
|
2024
Q1 | $4.62M | Hold |
8,106
| – | – | 2.91% | 9 |
|
|
2023
Q4 | $4.68M | Buy |
+8,106
| New | +$4.68M | 3.07% | 9 |
|