Strategic Financial Partners’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 | $378K | Buy |
611
+39
| +7% | +$24.1K | 0.18% | 57 |
|
|
2025
Q1 | $320K | Hold |
572
| – | – | 0.17% | 57 |
|
|
2024
Q4 | $335K | Hold |
572
| – | – | 0.17% | 55 |
|
|
2024
Q3 | $328K | Hold |
572
| – | – | 0.17% | 56 |
|
|
2024
Q2 | $311K | Buy |
572
+125
| +28% | +$68K | 0.17% | 54 |
|
|
2024
Q1 | $234K | Sell |
447
-34
| -7% | -$17.8K | 0.13% | 68 |
|
|
2023
Q4 | $229K | Hold |
481
| – | – | 0.13% | 63 |
|
|
2023
Q3 | $206K | Hold |
481
| – | – | 0.12% | 68 |
|
|
2023
Q2 | $213K | Buy |
+481
| New | +$213K | 0.12% | 67 |
|