SS&H 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 | $1.64M | Hold |
2,656
| – | – | 0.55% | 47 |
|
|
2025
Q1 | $1.49M | Hold |
2,656
| – | – | 0.55% | 50 |
|
|
2024
Q4 | $1.56M | Buy |
2,656
+8
| +0.3% | +$4.69K | 0.57% | 46 |
|
|
2024
Q3 | $1.52M | Buy |
2,648
+8
| +0.3% | +$4.59K | 0.55% | 46 |
|
|
2024
Q2 | $1.44M | Hold |
2,640
| – | – | 0.56% | 46 |
|
|
2024
Q1 | $1.38M | Hold |
2,640
| – | – | 0.57% | 48 |
|
|
2023
Q4 | $1.26M | Hold |
2,640
| – | – | 0.53% | 49 |
|
|
2023
Q3 | $1.13M | Buy |
+2,640
| New | +$1.13M | 0.53% | 50 |
|
|
2023
Q1 | $1.06M | Hold |
2,591
| – | – | 0.49% | 53 |
|
|
2022
Q4 | $991K | Hold |
2,591
| – | – | 0.47% | 61 |
|
|
2022
Q3 | $925K | Hold |
2,591
| – | – | 0.48% | 61 |
|
|
2022
Q2 | $977K | Hold |
2,591
| – | – | 0.45% | 64 |
|
|
2022
Q1 | $1.17M | Buy |
+2,591
| New | +$1.17M | 0.46% | 58 |
|