Significant Wealth Partners’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 | $5.6M | Buy |
9,063
+734
| +9% | +$453K | 2.75% | 2 |
|
|
2025
Q1 | $4.66M | Buy |
8,329
+2,391
| +40% | +$1.34M | 2.39% | 2 |
|
|
2024
Q4 | $3.48M | Buy |
5,938
+2,546
| +75% | +$1.49M | 1.8% | 2 |
|
|
2024
Q3 | $1.95M | Buy |
3,392
+25
| +0.7% | +$14.3K | 1.01% | 4 |
|
|
2024
Q2 | $1.83M | Buy |
3,367
+36
| +1% | +$19.6K | 1.03% | 3 |
|
|
2024
Q1 | $1.74M | Buy |
3,331
+1,401
| +73% | +$733K | 1.14% | 27 |
|
|
2023
Q4 | $917K | Buy |
+1,930
| New | +$917K | 0.67% | 43 |
|