Sensible Money’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 | $1.94M | Sell |
3,140
-37
| -1% | -$22.9K | 0.74% | 13 |
|
|
2025
Q1 | $1.78M | Sell |
3,177
-412
| -11% | -$230K | 0.76% | 12 |
|
|
2024
Q4 | $2.1M | Buy |
3,589
+56
| +2% | +$32.8K | 0.92% | 11 |
|
|
2024
Q3 | $2.03M | Buy |
3,533
+1,149
| +48% | +$659K | 0.89% | 12 |
|
|
2024
Q2 | $1.3M | Buy |
2,384
+103
| +5% | +$56.1K | 0.63% | 14 |
|
|
2024
Q1 | $1.19M | Sell |
2,281
-108
| -5% | -$56.5K | 0.64% | 14 |
|
|
2023
Q4 | $1.14M | Sell |
2,389
-16
| -0.7% | -$7.61K | 0.68% | 16 |
|
|
2023
Q3 | $1.03M | Hold |
2,405
| – | – | 0.73% | 17 |
|
|
2023
Q2 | $1.07M | Sell |
2,405
-370
| -13% | -$164K | 0.78% | 16 |
|
|
2023
Q1 | $1.14M | Hold |
2,775
| – | – | 0.98% | 15 |
|
|
2022
Q4 | $1.06M | Buy |
+2,775
| New | +$1.06M | 1.13% | 15 |
|