Madison Park Capital Advisors’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 | $6.89M | Buy |
11,149
+1,240
| +13% | +$766K | 5.8% | 4 |
|
|
2025
Q1 | $5.54M | Buy |
9,909
+389
| +4% | +$218K | 4.86% | 11 |
|
|
2024
Q4 | $5.58M | Sell |
9,520
-23
| -0.2% | -$13.5K | 4.45% | 9 |
|
|
2024
Q3 | $5.48M | Buy |
9,543
+100
| +1% | +$57.4K | 4.1% | 9 |
|
|
2024
Q2 | $5.14M | Buy |
9,443
+88
| +0.9% | +$47.9K | 4.29% | 7 |
|
|
2024
Q1 | $4.89M | Sell |
9,355
-99
| -1% | -$51.8K | 4.27% | 10 |
|
|
2023
Q4 | $4.49M | Buy |
+9,454
| New | +$4.49M | 4.33% | 10 |
|