Prosperity 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 | $617K | Sell |
999
-314
| -24% | -$194K | 0.23% | 99 |
|
|
2025
Q1 | $735K | Buy |
1,313
+600
| +84% | +$336K | 0.35% | 61 |
|
|
2024
Q4 | $418K | Sell |
713
-84
| -11% | -$49.2K | 0.17% | 118 |
|
|
2024
Q3 | $457K | Sell |
797
-56
| -7% | -$32.1K | 0.18% | 88 |
|
|
2024
Q2 | $464K | Sell |
853
-76
| -8% | -$41.4K | 0.23% | 89 |
|
|
2024
Q1 | $486K | Sell |
929
-1,084
| -54% | -$567K | 0.23% | 79 |
|
|
2023
Q4 | $957K | Sell |
2,013
-1,287
| -39% | -$612K | 0.62% | 26 |
|
|
2023
Q3 | $1.41M | Sell |
3,300
-492
| -13% | -$210K | 0.91% | 17 |
|
|
2023
Q2 | $1.68M | Buy |
3,792
+761
| +25% | +$337K | 1.09% | 14 |
|
|
2023
Q1 | $1.24M | Buy |
3,031
+215
| +8% | +$88K | 0.98% | 21 |
|
|
2022
Q4 | $1.08M | Buy |
+2,816
| New | +$1.08M | 1.01% | 24 |
|