Naples Money Management’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
2024
Q3
$15.8M Buy
27,582
+1,119
+4% +$642K 13.36% 1
2024
Q2
$14.4M Buy
26,463
+90
+0.3% +$49.1K 12.31% 1
2024
Q1
$13.8M Sell
26,373
-961
-4% -$503K 13.75% 1
2023
Q4
$13M Buy
+27,334
New +$13M 12.16% 1