Mustard Seed Financial’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 | $312K | Buy |
505
+1
| +0.2% | +$618 | 0.22% | 65 |
|
2025
Q1 | $282K | Hold |
504
| – | – | 0.23% | 69 |
|
2024
Q4 | $295K | Buy |
504
+5
| +1% | +$2.93K | 0.24% | 69 |
|
2024
Q3 | $286K | Buy |
499
+4
| +0.8% | +$2.3K | 0.24% | 70 |
|
2024
Q2 | $269K | Buy |
495
+2
| +0.4% | +$1.09K | 0.26% | 68 |
|
2024
Q1 | $258K | Hold |
493
| – | – | 0.26% | 70 |
|
2023
Q4 | $234K | Buy |
+493
| New | +$234K | 0.26% | 67 |
|