MCM
MontVue Capital Management’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 | $2.02M | Sell |
3,276
-24
| -0.7% | -$14.8K | 1.44% | 14 |
|
|
2025
Q1 | $1.85M | Sell |
3,300
-146
| -4% | -$81.7K | 1.48% | 15 |
|
|
2024
Q4 | $2.02M | Hold |
3,446
| – | – | 1.54% | 13 |
|
|
2024
Q3 | $1.98M | Sell |
3,446
-295
| -8% | -$169K | 1.52% | 14 |
|
|
2024
Q2 | $2.04M | Buy |
3,741
+106
| +3% | +$57.7K | 1.62% | 12 |
|
|
2024
Q1 | $1.9M | Sell |
3,635
-154
| -4% | -$80.5K | 1.68% | 13 |
|
|
2023
Q4 | $1.8M | Buy |
+3,789
| New | +$1.8M | 1.73% | 13 |
|