Marmo Financial 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
$35.5M Buy
57,472
+585
+1% +$361K 17.69% 1
2025
Q1
$31.8M Buy
56,887
+201
+0.4% +$112K 17.41% 1
2024
Q4
$33.2M Sell
56,686
-963
-2% -$564K 17.94% 1
2024
Q3
$33.1M Sell
57,649
-11,604
-17% -$6.66M 17.65% 1
2024
Q2
$37.7M Sell
69,253
-6,626
-9% -$3.61M 22.78% 1
2024
Q1
$39.7M Sell
75,879
-7,010
-8% -$3.67M 24.14% 1
2023
Q4
$39.4M Sell
82,889
-1,890
-2% -$898K 29.9% 1
2023
Q3
$36.2M Sell
84,779
-1,237
-1% -$529K 34.38% 1
2023
Q2
$38.1M Sell
86,016
-4,369
-5% -$1.94M 34.46% 1
2023
Q1
$37M Buy
90,385
+56,890
+170% +$23.3M 35.21% 1
2022
Q4
$12.8M Buy
+33,495
New +$12.8M 12.38% 3