Presilium Private Wealth’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 | $436K | Hold |
705
| – | – | 0.09% | 54 |
|
|
2025
Q1 | $394K | Hold |
705
| – | – | 0.09% | 58 |
|
|
2024
Q4 | $413K | Hold |
705
| – | – | 0.1% | 57 |
|
|
2024
Q3 | $405K | Hold |
705
| – | – | 0.09% | 59 |
|
|
2024
Q2 | $384K | Hold |
705
| – | – | 0.1% | 59 |
|
|
2024
Q1 | $369K | Hold |
705
| – | – | 0.1% | 58 |
|
|
2023
Q4 | $335K | Hold |
705
| – | – | 0.1% | 59 |
|
|
2023
Q3 | $301K | Buy |
705
+230
| +48% | +$98.3K | 0.1% | 49 |
|
|
2023
Q2 | $211K | Buy |
+475
| New | +$211K | 0.07% | 57 |
|