Oliver Lagore Vanvalin Investment Group’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 | $893K | Buy |
+1,596
| New | +$893K | 0.35% | 68 |
|
|
2024
Q4 | $108M | Buy |
184,927
+1,780
| +1% | +$1.04M | 27.75% | 1 |
|
|
2024
Q3 | $105M | Buy |
183,147
+33,117
| +22% | +$19M | 28.11% | 1 |
|
|
2024
Q2 | $81.6M | Buy |
150,030
+1,185
| +0.8% | +$645K | 23.42% | 1 |
|
|
2024
Q1 | $77.9M | Sell |
148,845
-16,002
| -10% | -$8.37M | 22.84% | 1 |
|
|
2023
Q4 | $78.4M | Buy |
164,847
+150,599
| +1,057% | +$71.6M | 29.13% | 1 |
|
|
2023
Q3 | $6.09M | Sell |
14,248
-41,022
| -74% | -$17.5M | 2.41% | 6 |
|
|
2023
Q2 | $24.5M | Buy |
55,270
+42,614
| +337% | +$18.9M | 8.97% | 1 |
|
|
2023
Q1 | $5.18M | Sell |
12,656
-75,278
| -86% | -$30.8M | 2.21% | 11 |
|
|
2022
Q4 | $33.6M | Buy |
87,934
+43,468
| +98% | +$16.6M | 18.98% | 1 |
|
|
2022
Q3 | $15.9M | Buy |
44,466
+150
| +0.3% | +$53.6K | 10.24% | 2 |
|
|
2022
Q2 | $16.7M | Sell |
44,316
-6,931
| -14% | -$2.61M | 9.75% | 3 |
|
|
2022
Q1 | $23.1M | Sell |
51,247
-347,843
| -87% | -$157M | 15.49% | 1 |
|
|
2021
Q4 | $190M | Buy |
+399,090
| New | +$190M | 13.58% | 1 |
|