Taylor Financial 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 | $1.83M | Sell |
2,955
-15
| -0.5% | -$9.27K | 1.14% | 20 |
|
|
2025
Q1 | $1.66M | Sell |
2,970
-22
| -0.7% | -$12.3K | 1.16% | 21 |
|
|
2024
Q4 | $1.75M | Hold |
2,992
| – | – | 1.21% | 20 |
|
|
2024
Q3 | $1.72M | Hold |
2,992
| – | – | 1.19% | 23 |
|
|
2024
Q2 | $1.63M | Sell |
2,992
-1
| -0% | -$544 | 1.25% | 21 |
|
|
2024
Q1 | $1.57M | Sell |
2,993
-1
| -0% | -$523 | 1.19% | 22 |
|
|
2023
Q4 | $1.42M | Buy |
+2,994
| New | +$1.42M | 1.17% | 23 |
|