RSS
Rosenblum Silverman Sutton’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 | $1.39M | Buy |
2,251
+372
| +20% | +$230K | 0.34% | 44 |
|
|
2025
Q1 | $1.05M | Buy |
1,879
+14
| +0.8% | +$7.83K | 0.29% | 45 |
|
|
2024
Q4 | $1.09M | Sell |
1,865
-9
| -0.5% | -$5.28K | 0.27% | 48 |
|
|
2024
Q3 | $1.08M | Sell |
1,874
-17
| -0.9% | -$9.75K | 0.28% | 48 |
|
|
2024
Q2 | $1.03M | Hold |
1,891
| – | – | 0.28% | 47 |
|
|
2024
Q1 | $989K | Sell |
1,891
-29
| -2% | -$15.2K | 0.28% | 49 |
|
|
2023
Q4 | $913K | Sell |
1,920
-3
| -0.2% | -$1.43K | 0.29% | 49 |
|
|
2023
Q3 | $822K | Sell |
1,923
-26
| -1% | -$11.1K | 0.28% | 49 |
|
|
2023
Q2 | $864K | Sell |
1,949
-34
| -2% | -$15.1K | 0.29% | 47 |
|
|
2023
Q1 | $812K | Sell |
1,983
-18
| -0.9% | -$7.37K | 0.3% | 45 |
|
|
2022
Q4 | $765K | Sell |
2,001
-7
| -0.3% | -$2.68K | 0.28% | 46 |
|
|
2022
Q3 | $717K | Hold |
2,008
| – | – | 0.26% | 51 |
|
|
2022
Q2 | $758K | Buy |
2,008
+103
| +5% | +$38.9K | 0.25% | 51 |
|
|
2022
Q1 | $860K | Buy |
1,905
+6
| +0.3% | +$2.71K | 0.22% | 48 |
|
|
2021
Q4 | $902K | Sell |
1,899
-18
| -0.9% | -$8.55K | 0.2% | 49 |
|
|
2021
Q3 | $823K | Sell |
1,917
-56
| -3% | -$24K | 0.19% | 49 |
|
|
2021
Q2 | $845K | Sell |
1,973
-16
| -0.8% | -$6.85K | 0.19% | 49 |
|
|
2021
Q1 | $788K | Sell |
1,989
-10
| -0.5% | -$3.96K | 0.2% | 48 |
|
|
2020
Q4 | $747K | Sell |
1,999
-60
| -3% | -$22.4K | 0.19% | 47 |
|
|
2020
Q3 | $690K | Sell |
2,059
-61
| -3% | -$20.4K | 0.19% | 47 |
|
|
2020
Q2 | $654K | Buy |
2,120
+20
| +1% | +$6.17K | 0.21% | 46 |
|
|
2020
Q1 | $541K | Buy |
+2,100
| New | +$541K | 0.22% | 54 |
|