MPS Loria Financial Planners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

MPS Loria Financial Planners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.68M	Sell	4,332 -34	-0.8%	-$21K	0.79%	13
2025 Q1	$2.44M	Sell	4,366 -85	-2%	-$47.6K	0.72%	14
2024 Q4	$2.61M	Sell	4,451 -50	-1%	-$29.3K	0.77%	12
2024 Q3	$2.58M	Buy	4,501 +56	+1%	+$32.1K	0.77%	12
2024 Q2	$2.42M	Buy	4,445 +25	+0.6%	+$13.6K	0.78%	12
2024 Q1	$2.31M	Sell	4,420 -49	-1%	-$25.6K	0.78%	12
2023 Q4	$2.12M	Sell	4,469 -65	-1%	-$30.9K	0.75%	14
2023 Q3	$1.94M	Buy	4,534 +815	+22%	+$349K	0.76%	12
2023 Q2	$1.65M	Sell	3,719 -49	-1%	-$21.7K	0.62%	15
2023 Q1	$1.54M	Sell	3,768 -239	-6%	-$97.9K	0.62%	15
2022 Q4	$1.53M	Sell	4,007 -19,415	-83%	-$7.43M	0.68%	15
2022 Q3	$8.37M	Buy	23,422 +19,728	+534%	+$7.05M	3.25%	7
2022 Q2	$1.39M	Buy	3,694 +1	+0%	+$377	0.63%	15
2022 Q1	$1.67M	Sell	3,693 -25	-0.7%	-$11.3K	0.7%	15
2021 Q4	$1.77M	Sell	3,718 -27	-0.7%	-$12.8K	0.72%	15
2021 Q3	$1.61M	Sell	3,745 -93	-2%	-$39.9K	0.74%	14
2021 Q2	$1.64M	Buy	3,838 +454	+13%	+$194K	0.76%	14
2021 Q1	$1.34M	Sell	3,384 -3	-0.1%	-$1.19K	0.62%	18
2020 Q4	$1.25M	Buy	3,387 +2,146	+173%	+$791K	0.56%	22
2020 Q3	$416K	Sell	1,241 -10	-0.8%	-$3.35K	0.22%	37
2020 Q2	$386K	Sell	1,251 -594	-32%	-$183K	0.21%	35
2020 Q1	$475K	Buy	1,845 +2	+0.1%	+$515	0.36%	26
2019 Q4	$593K	Buy	1,843 +2	+0.1%	+$644	0.35%	30
2019 Q3	$546K	Buy	1,841 +1	+0.1%	+$297	0.35%	28
2019 Q2	$539K	Sell	1,840 -30	-2%	-$8.79K	0.34%	30
2019 Q1	$528K	Sell	1,870 -146	-7%	-$41.2K	0.35%	30
2018 Q4	$504K	Buy	2,016 +2	+0.1%	+$500	0.36%	30
2018 Q3	$527K	Buy	2,014 +203	+11%	+$53.1K	0.33%	32
2018 Q2	$491K	Buy	1,811 +3	+0.2%	+$813	0.49%	31
2018 Q1	$476K	Sell	1,808 -14	-0.8%	-$3.69K	0.34%	32
2017 Q4	$486K	Buy	1,822 +3	+0.2%	+$800	0.33%	35
2017 Q3	$457K	Sell	1,819 -1	-0.1%	-$251	0.33%	36
2017 Q2	$449K	Buy	+1,820	New	+$449K	0.3%	38