PIM
Pullen Investment Management’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 | $3.81M | Hold |
6,165
| – | – | 2.29% | 7 |
|
2025
Q1 | $3.45M | Sell |
6,165
-33
| -0.5% | -$18.5K | 2.18% | 5 |
|
2024
Q4 | $3.63M | Buy |
6,198
+285
| +5% | +$167K | 2.36% | 6 |
|
2024
Q3 | $3.39M | Sell |
5,913
-67
| -1% | -$38.4K | 2.48% | 6 |
|
2024
Q2 | $3.25M | Hold |
5,980
| – | – | 2.7% | 6 |
|
2024
Q1 | $3.13M | Buy |
+5,980
| New | +$3.13M | 2.64% | 6 |
|