Root Financial Partners’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 | $1.12M | Buy |
1,810
+79
| +5% | +$48.8K | 0.11% | 68 |
|
|
2025
Q1 | $968K | Sell |
1,731
-137
| -7% | -$76.6K | 0.1% | 69 |
|
|
2024
Q4 | $1.09M | Buy |
1,868
+735
| +65% | +$431K | 0.14% | 55 |
|
|
2024
Q3 | $650K | Buy |
1,133
+73
| +7% | +$41.9K | 0.1% | 73 |
|
|
2024
Q2 | $577K | Buy |
+1,060
| New | +$577K | 0.14% | 62 |
|
|
2024
Q1 | – | Sell |
-427
| Closed | -$203K | – | 100 |
|
|
2023
Q4 | $203K | Buy |
+427
| New | +$203K | 0.08% | 77 |
|