Melone Private Wealth’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 | $333K | Sell |
542
-27
| -5% | -$16.6K | 0.17% | 45 |
|
|
2025
Q1 | $318K | Buy |
569
+171
| +43% | +$95.7K | 0.17% | 45 |
|
|
2024
Q4 | $233K | Buy |
398
+1
| +0.3% | +$586 | 0.12% | 46 |
|
|
2024
Q3 | $228K | Buy |
397
+2
| +0.5% | +$1.15K | 0.12% | 46 |
|
|
2024
Q2 | $215K | Buy |
395
+3
| +0.8% | +$1.63K | 0.13% | 48 |
|
|
2024
Q1 | $205K | Buy |
+392
| New | +$205K | 0.12% | 48 |
|