Schulz Wealth’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 | $606K | Buy |
981
+471
| +92% | +$291K | 0.45% | 32 |
|
|
2025
Q1 | $285K | Hold |
510
| – | – | 0.22% | 50 |
|
|
2024
Q4 | $299K | Hold |
510
| – | – | 0.23% | 49 |
|
|
2024
Q3 | $293K | Hold |
510
| – | – | 0.23% | 46 |
|
|
2024
Q2 | $278K | Hold |
510
| – | – | 0.24% | 45 |
|
|
2024
Q1 | $267K | Hold |
510
| – | – | 0.23% | 46 |
|
|
2023
Q4 | $242K | Buy |
+510
| New | +$242K | 0.23% | 45 |
|