SAI
Savvy Advisors Inc’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 | $15.7M | Buy |
25,339
+10,135
| +67% | +$6.26M | 1.04% | 14 |
|
|
2025
Q1 | $8.51M | Buy |
15,204
+8,423
| +124% | +$4.71M | 0.86% | 19 |
|
|
2024
Q4 | $3.97M | Buy |
6,781
+2,550
| +60% | +$1.49M | 0.48% | 36 |
|
|
2024
Q3 | $2.43M | Buy |
4,231
+1,098
| +35% | +$630K | 0.49% | 38 |
|
|
2024
Q2 | $1.71M | Buy |
3,133
+1,699
| +118% | +$925K | 0.56% | 38 |
|
|
2024
Q1 | $750K | Buy |
1,434
+675
| +89% | +$353K | 0.43% | 55 |
|
|
2023
Q4 | $361K | Buy |
+759
| New | +$361K | 0.35% | 86 |
|