MAS
Madden Advisory Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
7,450
+15
| +0.2% | +$9.27K | 1.96% | 15 |
|
|
2025
Q1 | $4.16M | Sell |
7,435
-87
| -1% | -$48.7K | 1.94% | 15 |
|
|
2024
Q4 | $4.41M | Sell |
7,522
-79
| -1% | -$46.3K | 2.05% | 15 |
|
|
2024
Q3 | $4.36M | Sell |
7,601
-140
| -2% | -$80.3K | 2% | 14 |
|
|
2024
Q2 | $4.21M | Buy |
7,741
+285
| +4% | +$155K | 2.14% | 14 |
|
|
2024
Q1 | $3.9M | Sell |
7,456
-169
| -2% | -$88.4K | 2.06% | 14 |
|
|
2023
Q4 | $3.62M | Sell |
7,625
-327
| -4% | -$155K | 2.04% | 14 |
|
|
2023
Q3 | $3.4M | Sell |
7,952
-956
| -11% | -$409K | 2.15% | 13 |
|
|
2023
Q2 | $3.95M | Buy |
8,908
+11
| +0.1% | +$4.88K | 2.56% | 11 |
|
|
2023
Q1 | $3.64M | Sell |
8,897
-112
| -1% | -$45.9K | 2.56% | 11 |
|
|
2022
Q4 | $3.45M | Sell |
9,009
-367
| -4% | -$140K | 2.58% | 10 |
|
|
2022
Q3 | $3.35M | Sell |
9,376
-59
| -0.6% | -$21.1K | 2.68% | 10 |
|
|
2022
Q2 | $3.56M | Sell |
9,435
-63
| -0.7% | -$23.8K | 2.7% | 10 |
|
|
2022
Q1 | $4.29M | Buy |
9,498
+12
| +0.1% | +$5.42K | 2.91% | 10 |
|
|
2021
Q4 | $4.51M | Sell |
9,486
-34
| -0.4% | -$16.2K | 2.96% | 9 |
|
|
2021
Q3 | $4.09M | Sell |
9,520
-1,981
| -17% | -$850K | 2.92% | 10 |
|
|
2021
Q2 | $4.92M | Buy |
11,501
+31
| +0.3% | +$13.3K | 3.64% | 8 |
|
|
2021
Q1 | $4.55M | Sell |
11,470
-705
| -6% | -$279K | 3.56% | 8 |
|
|
2020
Q4 | $4.55M | Buy |
12,175
+129
| +1% | +$48.2K | 3.82% | 7 |
|
|
2020
Q3 | $4.03M | Buy |
12,046
+1,825
| +18% | +$611K | 3.84% | 7 |
|
|
2020
Q2 | $3.15M | Sell |
10,221
-6,316
| -38% | -$1.95M | 3.27% | 8 |
|
|
2020
Q1 | $4.26M | Buy |
+16,537
| New | +$4.26M | 2.95% | 10 |
|
|
2015
Q4 | – | Sell |
-64
| Closed | -$12K | – | 250 |
|
|
2015
Q3 | $12K | Hold |
64
| – | – | 0.01% | 212 |
|
|
2015
Q2 | $13K | Buy |
+64
| New | +$13K | 0.01% | 210 |
|
|
2015
Q1 | – | Sell |
-335
| Closed | -$69K | – | 238 |
|
|
2014
Q4 | $69K | Sell |
335
-97
| -22% | -$20K | 0.04% | 124 |
|
|
2014
Q3 | $85K | Buy |
432
+89
| +26% | +$17.5K | 0.04% | 130 |
|
|
2014
Q2 | $67K | Buy |
343
+8
| +2% | +$1.56K | 0.03% | 144 |
|
|
2014
Q1 | $63K | Hold |
335
| – | – | 0.03% | 136 |
|
|
2013
Q4 | $62K | Hold |
335
| – | – | 0.05% | 116 |
|
|
2013
Q3 | $56K | Hold |
335
| – | – | 0.05% | 107 |
|
|
2013
Q2 | $54K | Buy |
+335
| New | +$54K | 0.04% | 108 |
|