Standard Family Office’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 | $130K | Hold |
210
| – | – | 0.15% | 13 |
|
|
2025
Q1 | $117K | Hold |
210
| – | – | 0.15% | 14 |
|
|
2024
Q4 | $123K | Hold |
210
| – | – | 0.15% | 19 |
|
|
2024
Q3 | $120K | Hold |
210
| – | – | 0.15% | 22 |
|
|
2024
Q2 | $114K | Hold |
210
| – | – | 0.15% | 22 |
|
|
2024
Q1 | $110K | Buy |
+210
| New | +$110K | 0.15% | 22 |
|
|
2022
Q4 | – | Sell |
-1,500
| Closed | -$536K | – | 382 |
|
|
2022
Q3 | $536K | Hold |
1,500
| – | – | 0.24% | 13 |
|
|
2022
Q2 | $566K | Buy |
1,500
+750
| +100% | +$283K | 5.61% | 2 |
|
|
2022
Q1 | $339K | Hold |
750
| – | – | 0.09% | 8 |
|
|
2021
Q4 | $356K | Buy |
+750
| New | +$356K | 3.16% | 7 |
|
|
2021
Q3 | – | Sell |
-33,842
| Closed | -$14.5M | – | 458 |
|
|
2021
Q2 | $14.5M | Hold |
33,842
| – | – | 3% | 5 |
|
|
2021
Q1 | $13.4M | Hold |
33,842
| – | – | 3.16% | 5 |
|
|
2020
Q4 | $12.7M | Buy |
+33,842
| New | +$12.7M | 3.03% | 5 |
|