SHFA
SC&H Financial Advisors’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 | $3.57M | Sell |
5,786
-680
| -11% | -$420K | 0.61% | 25 |
|
|
2025
Q1 | $3.62M | Sell |
6,466
-31
| -0.5% | -$17.3K | 0.71% | 23 |
|
|
2024
Q4 | $3.81M | Sell |
6,497
-269
| -4% | -$158K | 0.79% | 22 |
|
|
2024
Q3 | $3.88M | Buy |
6,766
+2
| +0% | +$1.15K | 0.85% | 21 |
|
|
2024
Q2 | $3.68M | Sell |
6,764
-190
| -3% | -$103K | 0.9% | 20 |
|
|
2024
Q1 | $3.64M | Buy |
6,954
+398
| +6% | +$208K | 0.95% | 20 |
|
|
2023
Q4 | $3.12M | Buy |
6,556
+1
| +0% | +$475 | 0.9% | 20 |
|
|
2023
Q3 | $2.8M | Buy |
6,555
+1
| +0% | +$427 | 0.93% | 19 |
|
|
2023
Q2 | $2.91M | Buy |
6,554
+2
| +0% | +$886 | 0.96% | 18 |
|
|
2023
Q1 | $2.68M | Sell |
6,552
-379
| -5% | -$155K | 0.98% | 17 |
|
|
2022
Q4 | $2.65M | Buy |
6,931
+92
| +1% | +$35.2K | 1.1% | 18 |
|
|
2022
Q3 | $2.44M | Sell |
6,839
-158
| -2% | -$56.4K | 1.22% | 17 |
|
|
2022
Q2 | $2.64M | Sell |
6,997
-870
| -11% | -$328K | 1.23% | 17 |
|
|
2022
Q1 | $3.55M | Buy |
7,867
+1,157
| +17% | +$523K | 1.69% | 16 |
|
|
2021
Q4 | $3.19M | Buy |
+6,710
| New | +$3.19M | 1.76% | 13 |
|