Souders Financial 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 | $1.12M | Buy |
1,818
+4
| +0.2% | +$2.47K | 0.14% | 79 |
|
|
2025
Q1 | $1.01M | Sell |
1,814
-309
| -15% | -$173K | 0.14% | 90 |
|
|
2024
Q4 | $1.24M | Buy |
2,123
+439
| +26% | +$257K | 0.17% | 89 |
|
|
2024
Q3 | $966K | Buy |
1,684
+59
| +4% | +$33.9K | 0.13% | 102 |
|
|
2024
Q2 | $884K | Buy |
1,625
+22
| +1% | +$12K | 0.13% | 101 |
|
|
2024
Q1 | $838K | Sell |
1,603
-197
| -11% | -$103K | 0.13% | 100 |
|
|
2023
Q4 | $856K | Buy |
1,800
+335
| +23% | +$159K | 0.15% | 94 |
|
|
2023
Q3 | $626K | Buy |
1,465
+5
| +0.3% | +$2.14K | 0.12% | 109 |
|
|
2023
Q2 | $647K | Sell |
1,460
-4,513
| -76% | -$2M | 0.12% | 108 |
|
|
2023
Q1 | $2.45M | Buy |
5,973
+3,461
| +138% | +$1.42M | 0.52% | 64 |
|
|
2022
Q4 | $961K | Buy |
2,512
+1,120
| +80% | +$428K | 0.22% | 81 |
|
|
2022
Q3 | $497K | Sell |
1,392
-10
| -0.7% | -$3.57K | 0.13% | 108 |
|
|
2022
Q2 | $529K | Buy |
1,402
+223
| +19% | +$84.1K | 0.15% | 96 |
|
|
2022
Q1 | $533K | Hold |
1,179
| – | – | 0.15% | 103 |
|
|
2021
Q4 | $560K | Buy |
1,179
+70
| +6% | +$33.2K | 0.16% | 99 |
|
|
2021
Q3 | $476K | Buy |
1,109
+12
| +1% | +$5.15K | 0.15% | 102 |
|
|
2021
Q2 | $470K | Buy |
1,097
+6
| +0.5% | +$2.57K | 0.16% | 101 |
|
|
2021
Q1 | $432K | Buy |
1,091
+124
| +13% | +$49.1K | 0.17% | 93 |
|
|
2020
Q4 | $362K | Buy |
967
+30
| +3% | +$11.2K | 0.16% | 90 |
|
|
2020
Q3 | $332K | Buy |
937
+7
| +0.8% | +$2.48K | 0.16% | 88 |
|
|
2020
Q2 | $287K | Buy |
930
+29
| +3% | +$8.95K | 0.16% | 84 |
|
|
2020
Q1 | $232K | Buy |
+901
| New | +$232K | 0.2% | 79 |
|