SJGA
Stephen J. Garry & Associates’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 | $5.82M | Sell |
9,417
-713
| -7% | -$441K | 5.03% | 6 |
|
2025
Q1 | $5.67M | Buy |
10,130
+26
| +0.3% | +$14.5K | 5.3% | 6 |
|
2024
Q4 | $5.92M | Sell |
10,104
-1,375
| -12% | -$806K | 5.47% | 6 |
|
2024
Q3 | $6.59M | Buy |
11,479
+278
| +2% | +$160K | 6.26% | 5 |
|
2024
Q2 | $6.1M | Buy |
11,201
+346
| +3% | +$188K | 6.17% | 5 |
|
2024
Q1 | $5.68M | Buy |
10,855
+341
| +3% | +$178K | 5.87% | 6 |
|
2023
Q4 | $5M | Buy |
+10,514
| New | +$5M | 5.53% | 8 |
|