Stage Harbor Financial’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 | $468K | Hold |
757
| – | – | 0.38% | 33 |
|
|
2025
Q1 | $423K | Hold |
757
| – | – | 0.36% | 37 |
|
|
2024
Q4 | $444K | Sell |
757
-7
| -0.9% | -$4.1K | 0.39% | 34 |
|
|
2024
Q3 | $443K | Hold |
764
| – | – | 0.4% | 28 |
|
|
2024
Q2 | $416K | Buy |
764
+7
| +0.9% | +$3.81K | 0.4% | 29 |
|
|
2024
Q1 | $396K | Hold |
757
| – | – | 0.36% | 30 |
|
|
2023
Q4 | $360K | Buy |
+757
| New | +$360K | 0.35% | 30 |
|