Omni 360 Wealth’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 | $2.66M | Buy |
4,308
+6
| +0.1% | +$3.71K | 1.31% | 17 |
|
|
2025
Q1 | $2.41M | Sell |
4,302
-164
| -4% | -$91.7K | 1.41% | 17 |
|
|
2024
Q4 | $2.62M | Sell |
4,466
-59
| -1% | -$34.6K | 1.64% | 14 |
|
|
2024
Q3 | $2.6M | Buy |
4,525
+174
| +4% | +$99.8K | 1.7% | 15 |
|
|
2024
Q2 | $2.37M | Sell |
4,351
-152
| -3% | -$82.7K | 1.76% | 13 |
|
|
2024
Q1 | $2.36M | Buy |
4,503
+345
| +8% | +$180K | 1.91% | 14 |
|
|
2023
Q4 | $1.98M | Buy |
+4,158
| New | +$1.98M | 1.84% | 14 |
|