Strategic Planning Group’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 | $455K | Buy |
737
+25
| +4% | +$15.4K | 0.07% | 71 |
|
|
2025
Q1 | $399K | Buy |
712
+267
| +60% | +$149K | 0.08% | 74 |
|
|
2024
Q4 | $261K | Buy |
445
+11
| +3% | +$6.45K | 0.05% | 76 |
|
|
2024
Q3 | $249K | Buy |
434
+1
| +0.2% | +$575 | 0.05% | 75 |
|
|
2024
Q2 | $236K | Buy |
433
+1
| +0.2% | +$545 | 0.05% | 72 |
|
|
2024
Q1 | $226K | Buy |
432
+2
| +0.5% | +$1.05K | 0.06% | 114 |
|
|
2023
Q4 | $205K | Buy |
+430
| New | +$205K | 0.07% | 112 |
|