PFA
Pathway Financial Advisers’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 | $1.97M | Buy |
3,190
+503
| +19% | +$311K | 0.64% | 56 |
|
|
2025
Q1 | $1.5M | Buy |
2,687
+437
| +19% | +$244K | 0.52% | 67 |
|
|
2024
Q4 | $1.32M | Buy |
2,250
+183
| +9% | +$107K | 0.44% | 72 |
|
|
2024
Q3 | $1.19M | Buy |
2,067
+30
| +1% | +$17.2K | 0.54% | 57 |
|
|
2024
Q2 | $1.09M | Buy |
2,037
+70
| +4% | +$37.5K | 0.39% | 80 |
|
|
2024
Q1 | $1.03M | Buy |
1,967
+404
| +26% | +$211K | 0.37% | 84 |
|
|
2023
Q4 | $743K | Buy |
1,563
+243
| +18% | +$115K | 0.28% | 100 |
|
|
2023
Q3 | $563K | Buy |
+1,320
| New | +$563K | 0.23% | 108 |
|
|
2023
Q1 | $375K | Buy |
916
+431
| +89% | +$177K | 0.15% | 130 |
|
|
2022
Q4 | $186K | Buy |
+485
| New | +$186K | 0.08% | 165 |
|