SIA
Spectrum Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
685
+201
| +42% | +$124K | 0.25% | 21 |
|
|
2025
Q1 | $271K | Sell |
484
-50
| -9% | -$28K | 0.17% | 22 |
|
|
2024
Q4 | $313K | Buy |
534
+125
| +31% | +$73.2K | 0.21% | 21 |
|
|
2024
Q3 | $235K | Hold |
409
| – | – | 0.16% | 22 |
|
|
2024
Q2 | $222K | Buy |
409
+23
| +6% | +$12.5K | 0.16% | 24 |
|
|
2024
Q1 | $202K | Buy |
+386
| New | +$202K | 0.15% | 34 |
|