Stokes 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 | $2.85M | Buy |
4,621
+11
| +0.2% | +$6.8K | 0.3% | 73 |
|
|
2025
Q1 | $2.58M | Buy |
4,610
+25
| +0.5% | +$14K | 0.29% | 74 |
|
|
2024
Q4 | $2.69M | Buy |
4,585
+12
| +0.3% | +$7.03K | 0.29% | 74 |
|
|
2024
Q3 | $2.62M | Buy |
4,573
+301
| +7% | +$173K | 0.29% | 70 |
|
|
2024
Q2 | $2.32M | Buy |
4,272
+3,534
| +479% | +$1.92M | 0.27% | 74 |
|
|
2024
Q1 | $386K | Hold |
738
| – | – | 0.05% | 167 |
|
|
2023
Q4 | $351K | Sell |
738
-11
| -1% | -$5.23K | 0.05% | 162 |
|
|
2023
Q3 | $320K | Hold |
749
| – | – | 0.04% | 235 |
|
|
2023
Q2 | $332K | Buy |
749
+18
| +2% | +$7.98K | 0.04% | 226 |
|
|
2023
Q1 | $299K | Sell |
731
-27
| -4% | -$11.1K | 0.04% | 224 |
|
|
2022
Q4 | $290K | Buy |
+758
| New | +$290K | 0.04% | 224 |
|