Partnership Wealth Management’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 | $516K | Buy |
836
+49
| +6% | +$30.3K | 0.42% | 45 |
|
|
2025
Q1 | $440K | Sell |
787
-59
| -7% | -$33K | 0.37% | 49 |
|
|
2024
Q4 | $496K | Buy |
846
+192
| +29% | +$113K | 0.41% | 48 |
|
|
2024
Q3 | $375K | Sell |
654
-450
| -41% | -$258K | 0.27% | 55 |
|
|
2024
Q2 | $601K | Buy |
1,104
+202
| +22% | +$110K | 0.44% | 47 |
|
|
2024
Q1 | $472K | Buy |
902
+79
| +10% | +$41.3K | 0.33% | 64 |
|
|
2023
Q4 | $397K | Buy |
+823
| New | +$397K | 0.3% | 69 |
|