RA
RiverTree Advisors’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 | $235K | Sell |
380
-625
| -62% | -$386K | 0.16% | 51 |
|
|
2025
Q1 | $562K | Buy |
1,005
+625
| +164% | +$350K | 0.38% | 45 |
|
|
2024
Q4 | $223K | Hold |
380
| – | – | 0.15% | 44 |
|
|
2024
Q3 | $218K | Sell |
380
-437
| -53% | -$251K | 0.15% | 34 |
|
|
2024
Q2 | $445K | Sell |
817
-6
| -0.7% | -$3.27K | 0.3% | 28 |
|
|
2024
Q1 | $430K | Hold |
823
| – | – | 0.29% | 25 |
|
|
2023
Q4 | $391K | Buy |
+823
| New | +$391K | 0.27% | 27 |
|
|
2022
Q1 | – | Sell |
-9,053
| Closed | -$4.3M | – | 48 |
|
|
2021
Q4 | $4.3M | Sell |
9,053
-79
| -0.9% | -$37.5K | 2.75% | 17 |
|
|
2021
Q3 | $3.92M | Buy |
9,132
+7,524
| +468% | +$3.23M | 2.67% | 16 |
|
|
2021
Q2 | $688K | Buy |
1,608
+721
| +81% | +$308K | 0.47% | 32 |
|
|
2021
Q1 | $352K | Sell |
887
-8,939
| -91% | -$3.55M | 0.25% | 33 |
|
|
2020
Q4 | $3.67M | Buy |
+9,826
| New | +$3.67M | 2.94% | 15 |
|