Melfa Wealth Management’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 | $2.21M | Sell |
3,584
-24
| -0.7% | -$14.8K | 1.4% | 14 |
|
|
2025
Q1 | $2.02M | Sell |
3,608
-25
| -0.7% | -$14K | 1.36% | 18 |
|
|
2024
Q4 | $2.13M | Sell |
3,633
-17
| -0.5% | -$9.96K | 1.42% | 17 |
|
|
2024
Q3 | $2.09M | Sell |
3,650
-48
| -1% | -$27.5K | 1.38% | 17 |
|
|
2024
Q2 | $2.01M | Buy |
3,698
+501
| +16% | +$273K | 1.41% | 16 |
|
|
2024
Q1 | $1.67M | Buy |
+3,197
| New | +$1.67M | 1.21% | 20 |
|