Moneywise Inc’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 | $16.3M | Buy |
26,351
+1,440
| +6% | +$890K | 7.63% | 3 |
|
|
2025
Q1 | $13.9M | Buy |
24,911
+967
| +4% | +$541K | 7.38% | 4 |
|
|
2024
Q4 | $14M | Buy |
23,944
+3,520
| +17% | +$2.06M | 7.04% | 3 |
|
|
2024
Q3 | $11.7M | Buy |
20,424
+8,225
| +67% | +$4.72M | 5.76% | 4 |
|
|
2024
Q2 | $6.64M | Buy |
12,199
+4,179
| +52% | +$2.27M | 3.52% | 9 |
|
|
2024
Q1 | $4.19M | Buy |
8,020
+5,411
| +207% | +$2.83M | 2.28% | 11 |
|
|
2023
Q4 | $1.24M | Buy |
2,609
+1,954
| +298% | +$929K | 0.71% | 23 |
|
|
2023
Q3 | $280K | Buy |
+655
| New | +$280K | 0.18% | 40 |
|