New England Capital Financial Advisors’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 | $56.6K | Buy |
92
+1
| +1% | +$615 | 0.03% | 114 |
|
|
2025
Q1 | $51.2K | Hold |
91
| – | – | 0.03% | 111 |
|
|
2024
Q4 | $53.6K | Hold |
91
| – | – | 0.03% | 112 |
|
|
2024
Q3 | $52.4K | Buy |
91
+5
| +6% | +$2.88K | 0.03% | 112 |
|
|
2024
Q2 | $46.9K | Hold |
86
| – | – | 0.03% | 112 |
|
|
2024
Q1 | $45K | Buy |
86
+44
| +105% | +$23K | 0.03% | 115 |
|
|
2023
Q4 | $19.9K | Hold |
42
| – | – | 0.01% | 171 |
|
|
2023
Q3 | $17.8K | Hold |
42
| – | – | 0.01% | 173 |
|
|
2023
Q2 | $18.4K | Buy |
42
+1
| +2% | +$439 | 0.01% | 172 |
|
|
2023
Q1 | $17K | Hold |
41
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $16.3K | Buy |
+41
| New | +$16.3K | 0.01% | 204 |
|