TFM
TFC Financial Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
2,710
-127
| -4% | -$78.5K | 0.23% | 33 |
|
|
2025
Q1 | $1.59M | Sell |
2,837
-195
| -6% | -$109K | 0.24% | 34 |
|
|
2024
Q4 | $1.78M | Buy |
3,032
+4
| +0.1% | +$2.34K | 0.28% | 30 |
|
|
2024
Q3 | $1.74M | Buy |
3,028
+2
| +0.1% | +$1.15K | 0.27% | 30 |
|
|
2024
Q2 | $1.65M | Sell |
3,026
-184
| -6% | -$100K | 0.29% | 31 |
|
|
2024
Q1 | $1.68M | Sell |
3,210
-99
| -3% | -$51.8K | 0.3% | 30 |
|
|
2023
Q4 | $1.57M | Sell |
3,309
-49
| -1% | -$23.3K | 0.32% | 30 |
|
|
2023
Q3 | $1.44M | Sell |
3,358
-47
| -1% | -$20.1K | 0.34% | 28 |
|
|
2023
Q2 | $1.51M | Buy |
3,405
+98
| +3% | +$43.4K | 0.37% | 27 |
|
|
2023
Q1 | $1.35M | Buy |
3,307
+1,725
| +109% | +$706K | 0.35% | 27 |
|
|
2022
Q4 | $605K | Buy |
1,582
+3
| +0.2% | +$1.15K | 0.17% | 43 |
|
|
2022
Q3 | $564K | Buy |
1,579
+2
| +0.1% | +$714 | 0.18% | 40 |
|
|
2022
Q2 | $595K | Buy |
1,577
+70
| +5% | +$26.4K | 0.18% | 43 |
|
|
2022
Q1 | $681K | Sell |
1,507
-246
| -14% | -$111K | 0.19% | 40 |
|
|
2021
Q4 | $832K | Buy |
1,753
+514
| +41% | +$244K | 0.25% | 31 |
|
|
2021
Q3 | $532K | Buy |
1,239
+52
| +4% | +$22.3K | 0.18% | 43 |
|
|
2021
Q2 | $508K | Sell |
1,187
-18
| -1% | -$7.7K | 0.17% | 46 |
|
|
2021
Q1 | $478K | Sell |
1,205
-16
| -1% | -$6.35K | 0.19% | 45 |
|
|
2020
Q4 | $457K | Sell |
1,221
-212
| -15% | -$79.3K | 0.19% | 51 |
|
|
2020
Q3 | $480K | Buy |
+1,433
| New | +$480K | 0.24% | 36 |
|