Novak & Powell Financial Services’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 | $6.31M | Buy |
10,220
+37
| +0.4% | +$22.9K | 4.38% | 5 |
|
|
2025
Q1 | $5.7M | Buy |
10,183
+341
| +3% | +$191K | 3.54% | 5 |
|
|
2024
Q4 | $5.77M | Sell |
9,842
-621
| -6% | -$364K | 3.43% | 5 |
|
|
2024
Q3 | $6M | Buy |
10,463
+87
| +0.8% | +$49.9K | 3.48% | 5 |
|
|
2024
Q2 | $5.65M | Sell |
10,376
-25
| -0.2% | -$13.6K | 3.51% | 5 |
|
|
2024
Q1 | $5.44M | Buy |
10,401
+66
| +0.6% | +$34.5K | 4.07% | 5 |
|
|
2023
Q4 | $4.91M | Buy |
+10,335
| New | +$4.91M | 3.28% | 5 |
|