Sierra Summit Advisors’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 | $2.32M | Sell |
3,755
-35
| -0.9% | -$21.6K | 0.41% | 43 |
|
2025
Q1 | $2.12M | Sell |
3,790
-27
| -0.7% | -$15.1K | 0.46% | 43 |
|
2024
Q4 | $2.24M | Sell |
3,817
-49
| -1% | -$28.7K | 0.45% | 40 |
|
2024
Q3 | $2.22M | Buy |
3,866
+102
| +3% | +$58.5K | 0.51% | 39 |
|
2024
Q2 | $2.05M | Buy |
3,764
+588
| +19% | +$320K | 0.51% | 41 |
|
2024
Q1 | $1.66M | Buy |
3,176
+702
| +28% | +$367K | 0.45% | 39 |
|
2023
Q4 | $1.18M | Buy |
+2,474
| New | +$1.18M | 0.34% | 49 |
|