PRI
Prepared Retirement Institute’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 | $890K | Hold |
1,441
| – | – | 0.52% | 26 |
|
|
2025
Q1 | $806K | Sell |
1,441
-62
| -4% | -$34.7K | 0.51% | 27 |
|
|
2024
Q4 | $881K | Buy |
1,503
+1
| +0.1% | +$586 | 0.5% | 26 |
|
|
2024
Q3 | $862K | Buy |
1,502
+18
| +1% | +$10.3K | 0.52% | 28 |
|
|
2024
Q2 | $808K | Buy |
1,484
+19
| +1% | +$10.3K | 0.54% | 26 |
|
|
2024
Q1 | $766K | Buy |
1,465
+28
| +2% | +$14.6K | 0.57% | 22 |
|
|
2023
Q4 | $683K | Buy |
+1,437
| New | +$683K | 0.51% | 27 |
|