Palo Alto Wealth Advisors’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 | $1.66M | Hold |
2,685
| – | – | 0.63% | 19 |
|
|
2025
Q1 | $1.58M | Sell |
2,685
-60
| -2% | -$35.2K | 0.61% | 18 |
|
|
2024
Q4 | $1.61M | Buy |
2,745
+319
| +13% | +$188K | 0.57% | 18 |
|
|
2024
Q3 | $1.42M | Sell |
2,426
-2
| -0.1% | -$1.17K | 0.59% | 19 |
|
|
2024
Q2 | $1.33M | Sell |
2,428
-207
| -8% | -$113K | 0.92% | 17 |
|
|
2024
Q1 | $1.38M | Sell |
2,635
-35
| -1% | -$18.4K | 0.97% | 16 |
|
|
2023
Q4 | $1.27M | Hold |
2,670
| – | – | 0.96% | 17 |
|
|
2023
Q3 | $1.15M | Sell |
2,670
-230
| -8% | -$98.7K | 0.96% | 15 |
|
|
2023
Q2 | $1.29M | Hold |
2,900
| – | – | 1.03% | 14 |
|
|
2023
Q1 | $1.19M | Sell |
2,900
-113
| -4% | -$46.4K | 0.95% | 17 |
|
|
2022
Q4 | $1.16M | Buy |
+3,013
| New | +$1.16M | 0.99% | 17 |
|