Luts & Greenleigh 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 | $597K | Buy |
967
+258
| +36% | +$159K | 0.57% | 38 |
|
|
2025
Q1 | $396K | Sell |
709
-46
| -6% | -$25.7K | 0.39% | 49 |
|
|
2024
Q4 | $443K | Buy |
755
+67
| +10% | +$39.3K | 0.44% | 45 |
|
|
2024
Q3 | $395K | Buy |
688
+157
| +30% | +$90.1K | 0.38% | 48 |
|
|
2024
Q2 | $289K | Buy |
+531
| New | +$289K | 0.3% | 55 |
|
|
2023
Q4 | $543K | Buy |
1,141
+498
| +77% | +$237K | 0.68% | 30 |
|
|
2023
Q3 | $275K | Buy |
+643
| New | +$275K | 0.34% | 46 |
|