Red Mountain Financial’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
$251K Hold
406
0.28% 59
2025
Q1
$227K Hold
406
0.28% 59
2024
Q4
$238K Hold
406
0.26% 53
2024
Q3
$233K Sell
406
-97
-19% -$55.7K 0.25% 58
2024
Q2
$274K Buy
+503
New +$274K 0.33% 51
2023
Q4
$286K Buy
+602
New +$286K 0.44% 49