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Revolve Wealth Partners’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
$4.77M Buy
7,723
+693
+10% +$428K 0.62% 31
2025
Q1
$3.93M Sell
7,030
-4
-0.1% -$2.24K 0.57% 34
2024
Q4
$4.12M Buy
7,034
+685
+11% +$401K 0.6% 31
2024
Q3
$3.64M Buy
6,349
+262
+4% +$150K 0.55% 31
2024
Q2
$3.31M Sell
6,087
-110
-2% -$59.9K 0.54% 30
2024
Q1
$3.24M Buy
6,197
+882
+17% +$461K 0.55% 31
2023
Q4
$2.53M Sell
5,315
-84
-2% -$39.9K 0.49% 33
2023
Q3
$2.31M Buy
5,399
+415
+8% +$177K 0.53% 35
2023
Q2
$2.21M Sell
4,984
-189
-4% -$83.8K 0.52% 37
2023
Q1
$2.12M Sell
5,173
-79
-2% -$32.3K 0.54% 39
2022
Q4
$2.01M Sell
5,252
-336
-6% -$128K 0.57% 38
2022
Q3
$2M Sell
5,588
-449
-7% -$160K 0.67% 31
2022
Q2
$2.28M Buy
6,037
+686
+13% +$259K 0.75% 28
2022
Q1
$2.42M Buy
5,351
+339
+7% +$153K 0.7% 28
2021
Q4
$2.38M Buy
+5,012
New +$2.38M 0.68% 30