Midland Wealth Advisors’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 | $4.08M | Buy |
6,596
+311
| +5% | +$192K | 0.23% | 25 |
|
|
2025
Q1 | $3.52M | Sell |
6,285
-3,657
| -37% | -$2.05M | 0.21% | 26 |
|
|
2024
Q4 | $5.83M | Sell |
9,942
-2
| -0% | -$1.17K | 0.35% | 20 |
|
|
2024
Q3 | $5.71M | Buy |
9,944
+4,173
| +72% | +$2.39M | 0.33% | 22 |
|
|
2024
Q2 | $3.14M | Buy |
5,771
+277
| +5% | +$151K | 0.19% | 33 |
|
|
2024
Q1 | $2.87M | Buy |
5,494
+609
| +12% | +$319K | 0.18% | 32 |
|
|
2023
Q4 | $2.32M | Buy |
+4,885
| New | +$2.32M | 0.16% | 34 |
|