The Wealth 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 | $1.95M | Buy |
3,164
+36
| +1% | +$22.2K | 0.5% | 26 |
|
|
2025
Q1 | $1.75M | Buy |
3,128
+99
| +3% | +$55.4K | 0.51% | 24 |
|
|
2024
Q4 | $1.78M | Hold |
3,029
| – | – | 0.51% | 22 |
|
|
2024
Q3 | $1.74M | Sell |
3,029
-35
| -1% | -$20.1K | 0.51% | 23 |
|
|
2024
Q2 | $1.67M | Sell |
3,064
-15
| -0.5% | -$8.16K | 0.5% | 24 |
|
|
2024
Q1 | $1.6M | Sell |
3,079
-128
| -4% | -$66.7K | 0.49% | 25 |
|
|
2023
Q4 | $1.58M | Buy |
+3,207
| New | +$1.58M | 0.52% | 25 |
|