SFG
Sterling Financial Group’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 | $3.96M | Buy |
6,413
+85
| +1% | +$52.5K | 1.33% | 14 |
|
|
2025
Q1 | $3.54M | Hold |
6,328
| – | – | 1.28% | 15 |
|
|
2024
Q4 | $3.71M | Sell |
6,328
-595
| -9% | -$349K | 1.38% | 15 |
|
|
2024
Q3 | $3.97M | Hold |
6,923
| – | – | 1.7% | 12 |
|
|
2024
Q2 | $3.77M | Buy |
6,923
+595
| +9% | +$324K | 1.71% | 12 |
|
|
2024
Q1 | $3.31M | Hold |
6,328
| – | – | 1.57% | 12 |
|
|
2023
Q4 | $3.01M | Hold |
6,328
| – | – | 1.78% | 12 |
|
|
2023
Q3 | $2.71M | Hold |
6,328
| – | – | 1.7% | 14 |
|
|
2023
Q2 | $2.81M | Hold |
6,328
| – | – | 1.86% | 11 |
|
|
2023
Q1 | $2.42M | Hold |
6,328
| – | – | 1.86% | 11 |
|
|
2022
Q4 | $2.42M | Buy |
+6,328
| New | +$2.42M | 1.86% | 11 |
|