RZH
Relyea Zuckerberg Hanson’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 | $18.1M | Buy |
29,327
+2,336
| +9% | +$1.44M | 2.12% | 10 |
|
|
2025
Q1 | $15.1M | Buy |
26,991
+56
| +0.2% | +$31.3K | 2.03% | 9 |
|
|
2024
Q4 | $15.8M | Buy |
26,935
+49
| +0.2% | +$28.7K | 2.12% | 9 |
|
|
2024
Q3 | $15.4M | Buy |
26,886
+509
| +2% | +$292K | 2.35% | 7 |
|
|
2024
Q2 | $14.4M | Buy |
26,377
+4,439
| +20% | +$2.42M | 2.41% | 8 |
|
|
2024
Q1 | $11.5M | Buy |
21,938
+44
| +0.2% | +$23K | 2.01% | 8 |
|
|
2023
Q4 | $10.4M | Buy |
21,894
+561
| +3% | +$267K | 2.03% | 8 |
|
|
2023
Q3 | $9.12M | Buy |
21,333
+643
| +3% | +$275K | 2.08% | 8 |
|
|
2023
Q2 | $9.17M | Sell |
20,690
-848
| -4% | -$376K | 2.06% | 10 |
|
|
2023
Q1 | $8.82M | Sell |
21,538
-25
| -0.1% | -$10.2K | 2.15% | 7 |
|
|
2022
Q4 | $8.25M | Buy |
21,563
+5,983
| +38% | +$2.29M | 2.35% | 7 |
|
|
2022
Q3 | $5.57M | Buy |
15,580
+3
| +0% | +$1.07K | 2.01% | 9 |
|
|
2022
Q2 | $5.88M | Buy |
15,577
+15
| +0.1% | +$5.66K | 2.19% | 10 |
|
|
2022
Q1 | $6.9M | Buy |
15,562
+742
| +5% | +$329K | 2.26% | 11 |
|
|
2021
Q4 | $6.49M | Buy |
14,820
+2,361
| +19% | +$1.03M | 2.35% | 9 |
|
|
2021
Q3 | $5.35M | Buy |
12,459
+1,458
| +13% | +$626K | 2.08% | 13 |
|
|
2021
Q2 | $4.71M | Buy |
11,001
+11
| +0.1% | +$4.71K | 1.94% | 14 |
|
|
2021
Q1 | $4.59M | Buy |
10,990
+777
| +8% | +$324K | 2.03% | 13 |
|
|
2020
Q4 | $3.82M | Buy |
10,213
+14
| +0.1% | +$5.23K | 2.05% | 11 |
|
|
2020
Q3 | $3.54M | Buy |
10,199
+11
| +0.1% | +$3.82K | 2.28% | 10 |
|
|
2020
Q2 | $3.14M | Buy |
10,188
+14
| +0.1% | +$4.32K | 2.5% | 10 |
|
|
2020
Q1 | $2.62M | Buy |
10,174
+2,780
| +38% | +$716K | 2.87% | 9 |
|
|
2019
Q4 | $2.38M | Buy |
+7,394
| New | +$2.38M | 2.28% | 13 |
|