MB, Levis & 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 | $51.3K | Hold |
83
| – | – | 0.02% | 120 |
|
|
2025
Q1 | $46.4K | Hold |
83
| – | – | 0.02% | 124 |
|
|
2024
Q4 | $48.6K | Buy |
83
+30
| +57% | +$17.6K | 0.02% | 118 |
|
|
2024
Q3 | $30.4K | Hold |
53
| – | – | 0.02% | 145 |
|
|
2024
Q2 | $28.8K | Hold |
53
| – | – | 0.02% | 142 |
|
|
2024
Q1 | $27.7K | Hold |
53
| – | – | 0.01% | 143 |
|
|
2023
Q4 | $25.2K | Hold |
53
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $22.7K | Hold |
53
| – | – | 0.01% | 152 |
|
|
2023
Q2 | $23.5K | Buy |
+53
| New | +$23.5K | 0.02% | 153 |
|