Marvin & Palmer Associates’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 | $399K | Buy |
+646
| New | +$399K | 0.34% | 29 |
|
2024
Q4 | – | Sell |
-11,715
| Closed | -$6.72M | – | 39 |
|
2024
Q3 | $6.72M | Buy |
11,715
+5,320
| +83% | +$3.05M | 5.64% | 5 |
|
2024
Q2 | $4.21M | Sell |
6,395
-1,658
| -21% | -$1.09M | 4.31% | 12 |
|
2024
Q1 | $4.21M | Sell |
8,053
-407
| -5% | -$213K | 4.18% | 10 |
|
2023
Q4 | $4.02M | Buy |
+8,460
| New | +$4.02M | 4.49% | 7 |
|