NFA
Northwest Financial Advisors’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 | $327K | Sell |
529
-1,680
| -76% | -$1.04M | 0.46% | 63 |
|
|
2025
Q1 | $1.24M | Buy |
2,209
+1,463
| +196% | +$818K | 1.02% | 24 |
|
|
2024
Q4 | $437K | Buy |
746
+1
| +0.1% | +$586 | 0.36% | 65 |
|
|
2024
Q3 | $428K | Buy |
745
+28
| +4% | +$16.1K | 0.34% | 61 |
|
|
2024
Q2 | $390K | Sell |
717
-15
| -2% | -$8.17K | 0.4% | 61 |
|
|
2024
Q1 | $383K | Buy |
732
+146
| +25% | +$76.4K | 0.42% | 61 |
|
|
2023
Q4 | $279K | Buy |
+586
| New | +$279K | 0.24% | 70 |
|