Seamount Financial Group’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 | $1.14M | Buy |
1,851
+502
| +37% | +$310K | 0.59% | 43 |
|
|
2025
Q1 | $754K | Buy |
1,349
+36
| +3% | +$20.1K | 0.51% | 50 |
|
|
2024
Q4 | $770K | Buy |
1,313
+365
| +39% | +$214K | 0.53% | 47 |
|
|
2024
Q3 | $544K | Buy |
948
+66
| +7% | +$37.9K | 0.41% | 58 |
|
|
2024
Q2 | $480K | Buy |
882
+106
| +14% | +$57.7K | 0.39% | 61 |
|
|
2024
Q1 | $406K | Buy |
776
+70
| +10% | +$36.6K | 0.36% | 65 |
|
|
2023
Q4 | $336K | Buy |
+706
| New | +$336K | 0.32% | 65 |
|