Robinson Smith Wealth 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 | $1.6M | Buy |
2,592
+90
| +4% | +$55.6K | 1.28% | 22 |
|
|
2025
Q1 | $1.4M | Sell |
2,502
-301
| -11% | -$168K | 1.17% | 23 |
|
|
2024
Q4 | $1.64M | Buy |
2,803
+601
| +27% | +$352K | 1.39% | 19 |
|
|
2024
Q3 | $1.26M | Buy |
2,202
+51
| +2% | +$29.3K | 1.07% | 23 |
|
|
2024
Q2 | $1.17M | Buy |
2,151
+1
| +0% | +$544 | 1.03% | 25 |
|
|
2024
Q1 | $1.12M | Buy |
2,150
+1
| +0% | +$523 | 1.08% | 24 |
|
|
2023
Q4 | $1.02M | Buy |
+2,149
| New | +$1.02M | 1% | 23 |
|