PSP
Pacific Sage Partners’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 | $515K | Sell |
833
-1
| -0.1% | -$618 | 0.1% | 61 |
|
|
2025
Q1 | $467K | Hold |
834
| – | – | 0.11% | 61 |
|
|
2024
Q4 | $489K | Hold |
834
| – | – | 0.11% | 58 |
|
|
2024
Q3 | $479K | Buy |
834
+1
| +0.1% | +$574 | 0.11% | 55 |
|
|
2024
Q2 | $453K | Hold |
833
| – | – | 0.11% | 54 |
|
|
2024
Q1 | $436K | Buy |
833
+171
| +26% | +$89.4K | 0.11% | 58 |
|
|
2023
Q4 | $315K | Hold |
662
| – | – | 0.09% | 73 |
|
|
2023
Q3 | $283K | Hold |
662
| – | – | 0.09% | 70 |
|
|
2023
Q2 | $293K | Hold |
662
| – | – | 0.09% | 68 |
|
|
2023
Q1 | $271K | Hold |
662
| – | – | 0.09% | 67 |
|
|
2022
Q4 | $253K | Buy |
+662
| New | +$253K | 0.08% | 69 |
|