SPAS
Spectrum Planning & Advisory Services’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 | $305K | Buy |
+494
| New | +$305K | 0.2% | 80 |
|
2025
Q1 | – | Sell |
-533
| Closed | -$312K | – | 70 |
|
2024
Q4 | $312K | Buy |
533
+3
| +0.6% | +$1.76K | 0.27% | 45 |
|
2024
Q3 | $304K | Buy |
530
+63
| +13% | +$36.1K | 0.29% | 40 |
|
2024
Q2 | $255K | Buy |
+467
| New | +$255K | 0.25% | 47 |
|