New England Capital Financial Advisors’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
Q3
$61.1K Hold
2025
Q2
$56.6K Buy
2025
Q1
$51.2K Hold
2024
Q4
$53.6K Hold
2024
Q3
$52.4K Buy
2024
Q2
$46.9K Hold
2024
Q1
$45K Buy
2023
Q4
$19.9K Hold
2023
Q3
$17.8K Hold
2023
Q2
$18.4K Buy
2023
Q1
$17K Hold
2022
Q4
$16.3K Buy