MFT
Moisand Fitzgerald Tamayo’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
2,329
| – | – | 0.18% | 42 |
|
|
2025
Q1 | $1.3M | Hold |
2,329
| – | – | 0.18% | 42 |
|
|
2024
Q4 | $1.37M | Hold |
2,329
| – | – | 0.19% | 44 |
|
|
2024
Q3 | $1.34M | Sell |
2,329
-74
| -3% | -$42.5K | 0.18% | 44 |
|
|
2024
Q2 | $1.31M | Buy |
2,403
+49
| +2% | +$26.7K | 0.2% | 43 |
|
|
2024
Q1 | $1.23M | Hold |
2,354
| – | – | 0.19% | 45 |
|
|
2023
Q4 | $1.12M | Sell |
2,354
-8
| -0.3% | -$3.8K | 0.19% | 46 |
|
|
2023
Q3 | $1.01M | Buy |
2,362
+63
| +3% | +$26.9K | 0.21% | 42 |
|
|
2023
Q2 | $1.02M | Sell |
2,299
-75
| -3% | -$33.2K | 0.21% | 43 |
|
|
2023
Q1 | $972K | Hold |
2,374
| – | – | 0.21% | 46 |
|
|
2022
Q4 | $908K | Hold |
2,374
| – | – | 0.21% | 52 |
|
|
2022
Q3 | $848K | Hold |
2,374
| – | – | 0.23% | 49 |
|
|
2022
Q2 | $896K | Buy |
2,374
+1,093
| +85% | +$413K | 0.24% | 47 |
|
|
2022
Q1 | $579K | Sell |
1,281
-45
| -3% | -$20.3K | 0.26% | 50 |
|
|
2021
Q4 | $630K | Sell |
1,326
-4
| -0.3% | -$1.9K | 0.18% | 59 |
|
|
2021
Q3 | $571K | Sell |
1,330
-29
| -2% | -$12.5K | 0.19% | 60 |
|
|
2021
Q2 | $582K | Hold |
1,359
| – | – | 0.21% | 56 |
|
|
2021
Q1 | $539K | Sell |
1,359
-6
| -0.4% | -$2.38K | 0.23% | 54 |
|
|
2020
Q4 | $510K | Buy |
1,365
+6
| +0.4% | +$2.24K | 0.23% | 55 |
|
|
2020
Q3 | $455K | Hold |
1,359
| – | – | 0.24% | 52 |
|
|
2020
Q2 | $419K | Buy |
1,359
+18
| +1% | +$5.55K | 0.23% | 52 |
|
|
2020
Q1 | $346K | Sell |
1,341
-604
| -31% | -$156K | 0.23% | 55 |
|
|
2019
Q4 | $626K | Sell |
1,945
-8
| -0.4% | -$2.58K | 0.32% | 49 |
|
|
2019
Q3 | $580K | Hold |
1,953
| – | – | 0.31% | 49 |
|
|
2019
Q2 | $572K | Hold |
1,953
| – | – | 0.31% | 49 |
|
|
2019
Q1 | $552K | Buy |
1,953
+41
| +2% | +$11.6K | 0.31% | 48 |
|
|
2018
Q4 | $478K | Sell |
1,912
-166
| -8% | -$41.5K | 0.3% | 50 |
|
|
2018
Q3 | $604K | Buy |
2,078
+167
| +9% | +$48.5K | 0.34% | 46 |
|
|
2018
Q2 | $518K | Hold |
1,911
| – | – | 0.3% | 49 |
|
|
2018
Q1 | $503K | Hold |
1,911
| – | – | 0.3% | 50 |
|
|
2017
Q4 | $510K | Hold |
1,911
| – | – | 0.3% | 40 |
|
|
2017
Q3 | $480K | Hold |
1,911
| – | – | 0.29% | 41 |
|
|
2017
Q2 | $462K | Sell |
1,911
-416
| -18% | -$101K | 0.31% | 40 |
|
|
2017
Q1 | $549K | Buy |
2,327
+164
| +8% | +$38.7K | 0.39% | 37 |
|
|
2016
Q4 | $484K | Sell |
2,163
-318
| -13% | -$71.2K | 0.36% | 38 |
|
|
2016
Q3 | $537K | Hold |
2,481
| – | – | 0.41% | 37 |
|
|
2016
Q2 | $520K | Sell |
2,481
-189
| -7% | -$39.6K | 0.42% | 37 |
|
|
2016
Q1 | $549K | Sell |
2,670
-260
| -9% | -$53.5K | 0.44% | 36 |
|
|
2015
Q4 | $597K | Buy |
+2,930
| New | +$597K | 0.51% | 35 |
|