Patrick M. Sweeney & Associates’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 | $1.23M | Sell |
1,963
-12
| -0.6% | -$7.5K | 0.84% | 25 |
|
|
2025
Q1 | $1.1M | Hold |
1,975
| – | – | 0.83% | 23 |
|
|
2024
Q4 | $1.16M | Sell |
1,975
-50
| -2% | -$29.3K | 0.87% | 23 |
|
|
2024
Q3 | $1.16M | Buy |
2,025
+26
| +1% | +$14.9K | 0.85% | 25 |
|
|
2024
Q2 | $1.09M | Sell |
1,999
-21
| -1% | -$11.4K | 0.88% | 24 |
|
|
2024
Q1 | $1.06M | Hold |
2,020
| – | – | 0.87% | 26 |
|
|
2023
Q4 | $960K | Buy |
+2,020
| New | +$960K | 0.88% | 28 |
|