SFP
Sandbox Financial Partners’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 | $13.9M | Buy |
22,533
+1,945
| +9% | +$1.2M | 4.39% | 6 |
|
|
2025
Q1 | $11.5M | Buy |
20,588
+383
| +2% | +$214K | 4.07% | 6 |
|
|
2024
Q4 | $11.8M | Buy |
20,205
+2,275
| +13% | +$1.33M | 3.95% | 5 |
|
|
2024
Q3 | $10.3M | Buy |
17,930
+1,357
| +8% | +$779K | 3.64% | 8 |
|
|
2024
Q2 | $9.02M | Buy |
16,573
+1,488
| +10% | +$810K | 3.46% | 9 |
|
|
2024
Q1 | $7.89M | Buy |
15,085
+962
| +7% | +$503K | 3.31% | 10 |
|
|
2023
Q4 | $6.71M | Buy |
14,123
+1,276
| +10% | +$606K | 3.15% | 11 |
|
|
2023
Q3 | $5.49M | Buy |
12,847
+3,102
| +32% | +$1.33M | 2.9% | 12 |
|
|
2023
Q2 | $4.32M | Buy |
9,745
+933
| +11% | +$414K | 2.26% | 12 |
|
|
2023
Q1 | $3.61M | Buy |
8,812
+442
| +5% | +$181K | 2.18% | 12 |
|
|
2022
Q4 | $3.2M | Sell |
8,370
-68
| -0.8% | -$26K | 2.21% | 12 |
|
|
2022
Q3 | $3.01M | Buy |
8,438
+567
| +7% | +$203K | 2.2% | 11 |
|
|
2022
Q2 | $2.97M | Buy |
7,871
+1,077
| +16% | +$406K | 2.12% | 11 |
|
|
2022
Q1 | $3.07M | Buy |
6,794
+6,074
| +844% | +$2.74M | 1.75% | 11 |
|
|
2021
Q4 | $342K | Sell |
720
-79
| -10% | -$37.5K | 0.21% | 58 |
|
|
2021
Q3 | $343K | Sell |
799
-10
| -1% | -$4.29K | 0.24% | 58 |
|
|
2021
Q2 | $346K | Sell |
809
-3
| -0.4% | -$1.28K | 0.26% | 51 |
|
|
2021
Q1 | $330K | Buy |
812
+13
| +2% | +$5.28K | 0.27% | 51 |
|
|
2020
Q4 | $299K | Buy |
+799
| New | +$299K | 0.27% | 50 |
|