MPCL
My Personal CFO LLC’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 | $6.42M | Buy |
10,395
+4
| +0% | +$2.47K | 2.92% | 8 |
|
|
2025
Q1 | $5.81M | Buy |
10,391
+483
| +5% | +$270K | 2.93% | 7 |
|
|
2024
Q4 | $5.81M | Buy |
9,908
+1,002
| +11% | +$587K | 2.98% | 7 |
|
|
2024
Q3 | $5.11M | Buy |
8,906
+192
| +2% | +$110K | 2.8% | 7 |
|
|
2024
Q2 | $4.74M | Buy |
8,714
+104
| +1% | +$56.6K | 2.53% | 8 |
|
|
2024
Q1 | $4.5M | Buy |
8,610
+31
| +0.4% | +$16.2K | 2.6% | 8 |
|
|
2023
Q4 | $4.08M | Sell |
8,579
-57
| -0.7% | -$27.1K | 2.65% | 8 |
|
|
2023
Q3 | $3.69M | Hold |
8,636
| – | – | 2.98% | 7 |
|
|
2023
Q2 | $3.83M | Buy |
8,636
+39
| +0.5% | +$17.3K | 3.01% | 8 |
|
|
2023
Q1 | $3.52M | Buy |
8,597
+3,111
| +57% | +$1.27M | 3% | 9 |
|
|
2022
Q4 | $3.29M | Hold |
5,486
| – | – | 3.03% | 6 |
|
|
2022
Q3 | $1.96M | Sell |
5,486
-3,036
| -36% | -$1.08M | 2.98% | 10 |
|
|
2022
Q2 | $3.22M | Hold |
8,522
| – | – | 4.13% | 6 |
|
|
2022
Q1 | $3.85M | Hold |
8,522
| – | – | 3.98% | 6 |
|
|
2021
Q4 | $4.05M | Buy |
+8,522
| New | +$4.05M | 3.53% | 6 |
|