St. Louis Financial Planners Asset 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 | – | Sell |
-19,786
| Closed | -$11.1M | – | 40 |
|
|
2025
Q1 | $11.1M | Buy |
19,786
+1,488
| +8% | +$832K | 8.27% | 3 |
|
|
2024
Q4 | $10.7M | Sell |
18,298
-2,120
| -10% | -$1.24M | 7.75% | 3 |
|
|
2024
Q3 | $11.7M | Sell |
20,418
-10,418
| -34% | -$5.97M | 9.29% | 3 |
|
|
2024
Q2 | $16.8M | Buy |
30,836
+17,409
| +130% | +$9.49M | 14.46% | 1 |
|
|
2024
Q1 | $6.97M | Buy |
+13,427
| New | +$6.97M | 6.27% | 4 |
|
|
2023
Q2 | – | Sell |
-20,003
| Closed | -$8.19M | – | 40 |
|
|
2023
Q1 | $8.19M | Buy |
+20,003
| New | +$8.19M | 9.31% | 2 |
|