SHFP
Second Half Financial Partners’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 | $11.5M | Buy |
18,589
+8,495
| +84% | +$5.25M | 5.41% | 7 |
|
|
2025
Q1 | $5.65M | Buy |
10,094
+2,694
| +36% | +$1.51M | 2.8% | 8 |
|
|
2024
Q4 | $4.34M | Buy |
7,400
+284
| +4% | +$166K | 2.12% | 10 |
|
|
2024
Q3 | $4.08M | Sell |
7,116
-4,882
| -41% | -$2.8M | 2.16% | 11 |
|
|
2024
Q2 | $6.53M | Buy |
11,998
+1,096
| +10% | +$596K | 5.23% | 7 |
|
|
2024
Q1 | $5.7M | Buy |
10,902
+2,188
| +25% | +$1.14M | 2.54% | 17 |
|
|
2023
Q4 | $4.14M | Sell |
8,714
-137
| -2% | -$65.1K | 2.04% | 12 |
|
|
2023
Q3 | $3.78M | Sell |
8,851
-1,622
| -15% | -$693K | 1.88% | 12 |
|
|
2023
Q2 | $4.64M | Buy |
10,473
+1,067
| +11% | +$473K | 1.06% | 22 |
|
|
2023
Q1 | $3.85M | Sell |
9,406
-3,195
| -25% | -$1.31M | 2.28% | 11 |
|
|
2022
Q4 | $5.12M | Buy |
12,601
+3,369
| +36% | +$1.37M | 3.34% | 9 |
|
|
2022
Q3 | $3.3M | Sell |
9,232
-1,531
| -14% | -$547K | 4.1% | 8 |
|
|
2022
Q2 | $4.27M | Hold |
10,763
| – | – | 3.28% | 4 |
|
|
2022
Q1 | $4.27M | Buy |
+10,763
| New | +$4.27M | 3.28% | 4 |
|