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