SYM Financial Corp’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 | $1.99M | Buy |
3,227
+686
| +27% | +$424K | 0.22% | 29 |
|
|
2025
Q1 | $1.42M | Sell |
2,541
-661
| -21% | -$370K | 0.18% | 35 |
|
|
2024
Q4 | $1.88M | Buy |
3,202
+744
| +30% | +$436K | 0.24% | 27 |
|
|
2024
Q3 | $1.41M | Buy |
2,458
+18
| +0.7% | +$10.3K | 0.19% | 41 |
|
|
2024
Q2 | $1.33M | Buy |
2,440
+264
| +12% | +$144K | 0.21% | 30 |
|
|
2024
Q1 | $1.14M | Sell |
2,176
-5
| -0.2% | -$2.62K | 0.19% | 29 |
|
|
2023
Q4 | $1.04M | Buy |
2,181
+115
| +6% | +$54.7K | 0.17% | 32 |
|
|
2023
Q3 | $883K | Sell |
2,066
-19
| -0.9% | -$8.12K | 0.16% | 31 |
|
|
2023
Q2 | $924K | Sell |
2,085
-49
| -2% | -$21.7K | 0.19% | 23 |
|
|
2023
Q1 | $874K | Buy |
2,134
+206
| +11% | +$84.3K | 0.19% | 22 |
|
|
2022
Q4 | $737K | Sell |
1,928
-84
| -4% | -$32.1K | 0.18% | 24 |
|
|
2022
Q3 | $719K | Buy |
2,012
+169
| +9% | +$60.4K | 0.35% | 27 |
|
|
2022
Q2 | $695K | Buy |
1,843
+1
| +0.1% | +$377 | 0.33% | 24 |
|
|
2022
Q1 | $832K | Sell |
1,842
-8
| -0.4% | -$3.61K | 0.36% | 18 |
|
|
2021
Q4 | $879K | Buy |
1,850
+110
| +6% | +$52.3K | 0.34% | 18 |
|
|
2021
Q3 | $747K | Buy |
1,740
+30
| +2% | +$12.9K | 0.44% | 15 |
|
|
2021
Q2 | $732K | Buy |
1,710
+1
| +0.1% | +$428 | 0.42% | 15 |
|
|
2021
Q1 | $677K | Buy |
1,709
+60
| +4% | +$23.8K | 0.39% | 15 |
|
|
2020
Q4 | $617K | Hold |
1,649
| – | – | 0.45% | 12 |
|
|
2020
Q3 | $552K | Hold |
1,649
| – | – | 0.41% | 14 |
|
|
2020
Q2 | $508K | Sell |
1,649
-32
| -2% | -$9.86K | 0.41% | 14 |
|
|
2020
Q1 | $433K | Sell |
1,681
-193
| -10% | -$49.7K | 0.44% | 15 |
|
|
2019
Q4 | $603K | Buy |
1,874
+1,145
| +157% | +$368K | 0.4% | 14 |
|
|
2019
Q3 | $216K | Hold |
729
| – | – | 0.14% | 33 |
|
|
2019
Q2 | $214K | Hold |
729
| – | – | 0.14% | 34 |
|
|
2019
Q1 | $206K | Sell |
729
-215
| -23% | -$60.8K | 0.13% | 35 |
|
|
2018
Q4 | $236K | Sell |
944
-1,650
| -64% | -$413K | 0.09% | 36 |
|
|
2018
Q3 | $754K | Buy |
2,594
+1,650
| +175% | +$480K | 0.42% | 12 |
|
|
2018
Q2 | $256K | Sell |
944
-27
| -3% | -$7.32K | 0.15% | 19 |
|
|
2018
Q1 | $256K | Sell |
971
-3,109
| -76% | -$820K | 0.16% | 24 |
|
|
2017
Q4 | $1.09M | Buy |
+4,080
| New | +$1.09M | 0.49% | 8 |
|