Regimen 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 | $444K | Buy |
719
+2
| +0.3% | +$1.24K | 0.14% | 53 |
|
|
2025
Q1 | $401K | Buy |
717
+2
| +0.3% | +$1.12K | 0.13% | 46 |
|
|
2024
Q4 | $419K | Buy |
715
+3
| +0.4% | +$1.76K | 0.14% | 44 |
|
|
2024
Q3 | $409K | Buy |
712
+2
| +0.3% | +$1.15K | 0.13% | 45 |
|
|
2024
Q2 | $386K | Buy |
710
+2
| +0.3% | +$1.09K | 0.13% | 46 |
|
|
2024
Q1 | $370K | Buy |
708
+3
| +0.4% | +$1.57K | 0.13% | 44 |
|
|
2023
Q4 | $335K | Buy |
705
+3
| +0.4% | +$1.43K | 0.13% | 47 |
|
|
2023
Q3 | $300K | Sell |
702
-96
| -12% | -$41.1K | 0.12% | 48 |
|
|
2023
Q2 | $354K | Sell |
798
-89
| -10% | -$39.5K | 0.15% | 41 |
|
|
2023
Q1 | $336K | Buy |
887
+41
| +5% | +$15.5K | 0.15% | 42 |
|
|
2022
Q4 | $324K | Buy |
+846
| New | +$324K | 0.22% | 39 |
|