MSH Capital Advisors’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 | $1.7M | Buy |
2,757
+53
| +2% | +$32.7K | 0.49% | 58 |
|
|
2025
Q1 | $1.51M | Sell |
2,704
-116
| -4% | -$64.9K | 0.47% | 64 |
|
|
2024
Q4 | $1.65M | Buy |
2,820
+39
| +1% | +$22.9K | 0.52% | 56 |
|
|
2024
Q3 | $1.6M | Sell |
2,781
-252
| -8% | -$145K | 0.49% | 66 |
|
|
2024
Q2 | $1.65M | Buy |
3,033
+98
| +3% | +$53.3K | 0.55% | 58 |
|
|
2024
Q1 | $1.54M | Sell |
2,935
-51
| -2% | -$26.7K | 0.54% | 59 |
|
|
2023
Q4 | $1.42M | Sell |
2,986
-1,332
| -31% | -$633K | 0.53% | 61 |
|
|
2023
Q3 | $1.85M | Buy |
4,318
+768
| +22% | +$328K | 0.72% | 46 |
|
|
2023
Q2 | $1.57M | Buy |
3,550
+623
| +21% | +$276K | 0.58% | 60 |
|
|
2023
Q1 | $1.2M | Sell |
2,927
-36
| -1% | -$14.7K | 0.51% | 68 |
|
|
2022
Q4 | $1.13M | Sell |
2,963
-126
| -4% | -$48.2K | 0.51% | 70 |
|
|
2022
Q3 | $1.1M | Buy |
3,089
+357
| +13% | +$127K | 0.54% | 69 |
|
|
2022
Q2 | $1.03M | Buy |
2,732
+107
| +4% | +$40.4K | 0.48% | 73 |
|
|
2022
Q1 | $1.19M | Buy |
2,625
+1,151
| +78% | +$520K | 0.49% | 67 |
|
|
2021
Q4 | $700K | Buy |
+1,474
| New | +$700K | 0.31% | 87 |
|