Pitti Group 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 | $1.75M | Sell |
2,827
-35
| -1% | -$21.6K | 1.51% | 17 |
|
2025
Q1 | $1.6M | Sell |
2,862
-3,651
| -56% | -$2.04M | 1.64% | 17 |
|
2024
Q4 | $3.82M | Buy |
6,513
+349
| +6% | +$205K | 3.87% | 6 |
|
2024
Q3 | $2.93M | Hold |
6,164
| – | – | 3.19% | 10 |
|
2024
Q2 | $2.93M | Sell |
6,164
-40
| -0.6% | -$19K | 3.19% | 10 |
|
2024
Q1 | $3.21M | Buy |
6,204
+40
| +0.6% | +$20.7K | 3.59% | 10 |
|
2023
Q4 | $2.93M | Sell |
6,164
-686
| -10% | -$326K | 3.19% | 10 |
|
2023
Q3 | $2.93M | Sell |
6,850
-3,730
| -35% | -$1.59M | 3.35% | 8 |
|
2023
Q2 | $4.69M | Buy |
10,580
+282
| +3% | +$125K | 5.25% | 5 |
|
2023
Q1 | $4.22M | Sell |
10,298
-108
| -1% | -$44.2K | 4.71% | 5 |
|
2022
Q4 | $3.98M | Buy |
10,406
+369
| +4% | +$141K | 4.75% | 6 |
|
2022
Q3 | $3.59M | Buy |
10,037
+44
| +0.4% | +$15.7K | 4.95% | 6 |
|
2022
Q2 | $3.77M | Sell |
9,993
-131
| -1% | -$49.4K | 5.14% | 6 |
|
2022
Q1 | $4.57M | Sell |
10,124
-47
| -0.5% | -$21.2K | 5.33% | 5 |
|
2021
Q4 | $4.83M | Buy |
+10,171
| New | +$4.83M | 5.39% | 4 |
|