Sage 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 | $1.87M | Sell |
3,022
-620
| -17% | -$383K | 1.33% | 14 |
|
|
2025
Q1 | $2.04M | Buy |
3,642
+13
| +0.4% | +$7.27K | 1.43% | 13 |
|
|
2024
Q4 | $2.13M | Buy |
3,629
+587
| +19% | +$344K | 1.59% | 12 |
|
|
2024
Q3 | $1.75M | Sell |
3,042
-509
| -14% | -$292K | 1.38% | 12 |
|
|
2024
Q2 | $1.93M | Buy |
3,551
+158
| +5% | +$86K | 1.57% | 11 |
|
|
2024
Q1 | $1.77M | Buy |
3,393
+1,376
| +68% | +$720K | 1.58% | 12 |
|
|
2023
Q4 | $959K | Buy |
+2,017
| New | +$959K | 0.95% | 13 |
|