Midwest Financial Group’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 | $1.6M | Buy |
2,593
+138
| +6% | +$85.3K | 0.84% | 34 |
|
|
2025
Q1 | $1.37M | Sell |
2,455
-85
| -3% | -$47.5K | 0.8% | 36 |
|
|
2024
Q4 | $1.49M | Buy |
2,540
+219
| +9% | +$128K | 0.85% | 35 |
|
|
2024
Q3 | $1.33M | Buy |
2,321
+20
| +0.9% | +$11.5K | 0.78% | 33 |
|
|
2024
Q2 | $1.25M | Buy |
2,301
+68
| +3% | +$37K | 0.8% | 35 |
|
|
2024
Q1 | $1.17M | Buy |
2,233
+146
| +7% | +$76.4K | 0.78% | 34 |
|
|
2023
Q4 | $992K | Sell |
2,087
-42
| -2% | -$20K | 0.74% | 36 |
|
|
2023
Q3 | $910K | Buy |
2,129
+50
| +2% | +$21.4K | 0.77% | 36 |
|
|
2023
Q2 | $922K | Buy |
2,079
+375
| +22% | +$166K | 0.78% | 35 |
|
|
2023
Q1 | $698K | Buy |
+1,704
| New | +$698K | 0.64% | 46 |
|