Retirement Investment Advisors’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 | $1.21M | Sell |
1,964
-112
| -5% | -$69.2K | 0.11% | 26 |
|
|
2025
Q1 | $1.16M | Sell |
2,076
-127
| -6% | -$71K | 0.12% | 27 |
|
|
2024
Q4 | $1.29M | Sell |
2,203
-402
| -15% | -$236K | 0.14% | 26 |
|
|
2024
Q3 | $1.49M | Buy |
2,605
+622
| +31% | +$357K | 0.16% | 21 |
|
|
2024
Q2 | $1.08M | Buy |
+1,983
| New | +$1.08M | 0.13% | 27 |
|
|
2023
Q4 | $943K | Sell |
1,983
-1,983
| -50% | -$943K | 0.13% | 28 |
|
|
2023
Q3 | $1.7M | Hold |
3,966
| – | – | 0.15% | 24 |
|
|
2023
Q2 | $1.76M | Hold |
3,966
| – | – | 0.21% | 24 |
|
|
2023
Q1 | $1.62M | Buy |
3,966
+1,983
| +100% | +$812K | 0.29% | 23 |
|
|
2022
Q4 | $758K | Buy |
+1,983
| New | +$758K | 0.49% | 27 |
|