Narus Financial Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
2025
Q1
$1.59M Buy
2024
Q4
$1.51M Buy
2024
Q3
$1.45M Sell
2024
Q2
$1.41M Buy
2024
Q1
$1.35M Sell
2023
Q4
$1.32M Buy
2023
Q3
$1.17M Buy
2023
Q2
$1.2M Buy
2023
Q1
$1.03M Buy
2022
Q4
$962K Sell
2022
Q3
$952K Buy
2022
Q2
$913K Sell
2022
Q1
$1.09M Buy
2021
Q1
$799K Buy
2017
Q3
$319K Buy
2017
Q2
$306K Sell
2017
Q1
$302K Sell
2016
Q4
$387K Buy