SIA
Schear Investment Advisers’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 | $9.52M | Buy |
15,411
+14,743
| +2,207% | +$9.11M | 4.71% | 3 |
|
|
2025
Q1 | $374K | Sell |
668
-75
| -10% | -$42K | 0.22% | 77 |
|
|
2024
Q4 | $435K | Hold |
743
| – | – | 0.23% | 75 |
|
|
2024
Q3 | $426K | Hold |
743
| – | – | 0.26% | 74 |
|
|
2024
Q2 | $404K | Sell |
743
-744
| -50% | -$405K | 0.29% | 71 |
|
|
2024
Q1 | $778K | Buy |
1,487
+137
| +10% | +$71.6K | 0.62% | 56 |
|
|
2023
Q4 | $641K | Buy |
1,350
+1
| +0.1% | +$475 | 0.62% | 48 |
|
|
2023
Q3 | $577K | Sell |
1,349
-140
| -9% | -$59.9K | 0.62% | 50 |
|
|
2023
Q2 | $660K | Hold |
1,489
| – | – | 0.7% | 49 |
|
|
2023
Q1 | $610K | Buy |
1,489
+121
| +9% | +$49.5K | 0.73% | 53 |
|
|
2022
Q4 | $523K | Buy |
+1,368
| New | +$523K | 0.65% | 56 |
|