PCI
Planning Center Inc’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 | $888K | Buy |
1,438
+28
| +2% | +$17.3K | 0.1% | 35 |
|
|
2025
Q1 | $789K | Buy |
1,410
+90
| +7% | +$50.3K | 0.09% | 34 |
|
|
2024
Q4 | $774K | Sell |
1,320
-201
| -13% | -$118K | 0.1% | 35 |
|
|
2024
Q3 | $872K | Hold |
1,521
| – | – | 0.11% | 34 |
|
|
2024
Q2 | $828K | Buy |
1,521
+11
| +0.7% | +$5.99K | 0.11% | 34 |
|
|
2024
Q1 | $790K | Buy |
1,510
+5
| +0.3% | +$2.62K | 0.17% | 30 |
|
|
2023
Q4 | $715K | Buy |
1,505
+558
| +59% | +$265K | 0.17% | 31 |
|
|
2023
Q3 | $405K | Hold |
947
| – | – | 0.11% | 34 |
|
|
2023
Q2 | $420K | Buy |
947
+231
| +32% | +$102K | 0.11% | 34 |
|
|
2023
Q1 | $296K | Sell |
716
-95
| -12% | -$39.3K | 0.08% | 46 |
|
|
2022
Q4 | $310K | Buy |
811
+170
| +27% | +$65K | 0.09% | 49 |
|
|
2022
Q3 | $229K | Hold |
641
| – | – | 0.18% | 37 |
|
|
2022
Q2 | $246K | Sell |
641
-305
| -32% | -$117K | 0.19% | 41 |
|
|
2022
Q1 | $427K | Buy |
946
+20
| +2% | +$9.03K | 1.23% | 21 |
|
|
2021
Q4 | $423K | Buy |
+926
| New | +$423K | 0.34% | 29 |
|