Sharp Financial Services’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 | $549K | Sell |
888
-35,401
| -98% | -$21.9M | 0.35% | 38 |
|
|
2025
Q1 | $20.3M | Buy |
36,289
+27,197
| +299% | +$15.2M | 15.54% | 2 |
|
|
2024
Q4 | $5.33M | Buy |
9,092
+17
| +0.2% | +$9.96K | 4.04% | 7 |
|
|
2024
Q3 | $5.21M | Buy |
9,075
+564
| +7% | +$324K | 4.02% | 6 |
|
|
2024
Q2 | $4.63M | Buy |
8,511
+330
| +4% | +$180K | 3.97% | 7 |
|
|
2024
Q1 | $4.28M | Buy |
8,181
+1,049
| +15% | +$549K | 3.98% | 4 |
|
|
2023
Q4 | $3.39M | Buy |
+7,132
| New | +$3.39M | 3.68% | 6 |
|