Richardson Financial Services’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 | $1.32M | Buy |
2,138
+269
| +14% | +$166K | 0.89% | 23 |
|
|
2025
Q1 | $1.05M | Sell |
1,869
-391
| -17% | -$219K | 0.8% | 26 |
|
|
2024
Q4 | $1.33M | Sell |
2,260
-1,614
| -42% | -$948K | 0.93% | 20 |
|
|
2024
Q3 | $2.14M | Buy |
3,874
+915
| +31% | +$504K | 1.36% | 14 |
|
|
2024
Q2 | $1.61M | Sell |
2,959
-30
| -1% | -$16.3K | 1.16% | 16 |
|
|
2024
Q1 | $1.6M | Buy |
2,989
+939
| +46% | +$502K | 1.13% | 16 |
|
|
2023
Q4 | $974K | Buy |
+2,050
| New | +$974K | 0.85% | 28 |
|