Petix & Botte Financial’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 | $323K | Hold |
522
| – | – | 0.08% | 104 |
|
|
2025
Q1 | $292K | Buy |
522
+32
| +7% | +$17.9K | 0.08% | 103 |
|
|
2024
Q4 | $287K | Hold |
490
| – | – | 0.08% | 109 |
|
|
2024
Q3 | $281K | Sell |
490
-80
| -14% | -$45.9K | 0.07% | 101 |
|
|
2024
Q2 | $310K | Sell |
570
-532
| -48% | -$290K | 0.09% | 93 |
|
|
2024
Q1 | $576K | Buy |
1,102
+382
| +53% | +$200K | 0.14% | 91 |
|
|
2023
Q4 | $342K | Hold |
720
| – | – | 0.1% | 92 |
|
|
2023
Q3 | $308K | Buy |
720
+6
| +0.8% | +$2.57K | 0.1% | 93 |
|
|
2023
Q2 | $317K | Buy |
714
+225
| +46% | +$99.7K | 0.1% | 98 |
|
|
2023
Q1 | $200K | Buy |
+489
| New | +$200K | 0.13% | 75 |
|
|
2022
Q3 | $201K | Buy |
+563
| New | +$201K | 0.15% | 68 |
|