Silvia McColl Wealth Management’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 | Buy |
3,749
+13
| +0.3% | +$8.03K | 1.68% | 14 |
|
|
2025
Q1 | $2.09M | Sell |
3,736
-169
| -4% | -$94.5K | 1.58% | 13 |
|
|
2024
Q4 | $2.29M | Buy |
3,905
+80
| +2% | +$46.9K | 1.72% | 12 |
|
|
2024
Q3 | $2.19M | Buy |
3,825
+40
| +1% | +$23K | 1.64% | 12 |
|
|
2024
Q2 | $2.06M | Hold |
3,785
| – | – | 1.7% | 12 |
|
|
2024
Q1 | $1.95M | Buy |
3,785
+110
| +3% | +$56.6K | 1.67% | 12 |
|
|
2023
Q4 | $1.75M | Buy |
3,675
+330
| +10% | +$157K | 1.57% | 12 |
|
|
2023
Q3 | $1.43M | Sell |
3,345
-5
| -0.1% | -$2.14K | 1.43% | 13 |
|
|
2023
Q2 | $1.48M | Sell |
3,350
-184
| -5% | -$81.6K | 1.38% | 13 |
|
|
2023
Q1 | $1.45M | Hold |
3,534
| – | – | 1.43% | 13 |
|
|
2022
Q4 | $1.35M | Buy |
+3,534
| New | +$1.35M | 1.33% | 17 |
|