Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-125
| Closed | -$51.4K | – | 535 |
|
|
2023
Q1 | $51.4K | Hold |
125
| – | – | 0.02% | 124 |
|
|
2022
Q4 | $47.8K | Sell |
125
-1,233
| -91% | -$471K | 0.02% | 128 |
|
|
2022
Q3 | $485K | Buy |
1,358
+1,234
| +995% | +$441K | 0.25% | 36 |
|
|
2022
Q2 | $47K | Buy |
124
+1
| +0.8% | +$379 | 0.02% | 133 |
|
|
2022
Q1 | $56K | Hold |
123
| – | – | 0.06% | 115 |
|
|
2021
Q4 | $58K | Hold |
123
| – | – | 0.04% | 128 |
|
|
2021
Q3 | $53K | Buy |
123
+1
| +0.8% | +$431 | 0.04% | 137 |
|
|
2021
Q2 | $52K | Hold |
122
| – | – | 0.05% | 131 |
|
|
2021
Q1 | $48K | Buy |
122
+1
| +0.8% | +$393 | 0.05% | 125 |
|
|
2020
Q4 | $45K | Buy |
+121
| New | +$45K | 0.04% | 117 |
|