M3 Advisory 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 | $3.76M | Buy |
6,087
+70
| +1% | +$43.2K | 2.6% | 8 |
|
|
2025
Q1 | $3.37M | Buy |
6,017
+63
| +1% | +$35.2K | 2.66% | 9 |
|
|
2024
Q4 | $3.49M | Buy |
5,954
+40
| +0.7% | +$23.4K | 2.5% | 10 |
|
|
2024
Q3 | $3.39M | Buy |
5,914
+39
| +0.7% | +$22.4K | 2.49% | 10 |
|
|
2024
Q2 | $3.2M | Buy |
5,875
+173
| +3% | +$94.2K | 2.63% | 11 |
|
|
2024
Q1 | $2.98M | Buy |
5,702
+261
| +5% | +$137K | 2.7% | 8 |
|
|
2023
Q4 | $2.59M | Buy |
+5,441
| New | +$2.59M | 3.03% | 9 |
|