Orcam Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.64M | Hold |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $2.05M | Hold |
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|
2024
Q1 | $1.97M | Buy |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $225K | Buy |
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