Rise 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 | $1.19M | Buy |
1,921
+199
| +12% | +$123K | 0.47% | 19 |
|
|
2025
Q1 | $963K | Buy |
1,722
+432
| +33% | +$242K | 0.43% | 21 |
|
|
2024
Q4 | $756K | Buy |
1,290
+157
| +14% | +$92K | 0.36% | 26 |
|
|
2024
Q3 | $650K | Buy |
1,133
+307
| +37% | +$176K | 0.31% | 29 |
|
|
2024
Q2 | $449K | Buy |
826
+48
| +6% | +$26.1K | 0.24% | 43 |
|
|
2024
Q1 | $407K | Buy |
778
+26
| +3% | +$13.6K | 0.22% | 47 |
|
|
2023
Q4 | $357K | Buy |
752
+23
| +3% | +$10.9K | 0.25% | 35 |
|
|
2023
Q3 | $311K | Buy |
729
+86
| +13% | +$36.7K | 0.25% | 35 |
|
|
2023
Q2 | $285K | Sell |
643
-64
| -9% | -$28.4K | 0.22% | 50 |
|
|
2023
Q1 | $289K | Buy |
707
+70
| +11% | +$28.6K | 0.22% | 51 |
|
|
2022
Q4 | $243K | Buy |
637
+231
| +57% | +$88.3K | 0.2% | 57 |
|
|
2022
Q3 | $145K | Buy |
406
+72
| +22% | +$25.7K | 0.12% | 72 |
|
|
2022
Q2 | $126K | Buy |
334
+13
| +4% | +$4.9K | 0.13% | 80 |
|
|
2022
Q1 | $145K | Sell |
321
-576
| -64% | -$260K | 0.13% | 78 |
|
|
2021
Q4 | $426K | Buy |
+897
| New | +$426K | 0.41% | 38 |
|