T
Tidemark’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 | $2.69M | Sell |
4,357
-187
| -4% | -$116K | 0.87% | 26 |
|
|
2025
Q1 | $2.54M | Sell |
4,544
-220
| -5% | -$123K | 0.93% | 23 |
|
|
2024
Q4 | $2.79M | Sell |
4,764
-4
| -0.1% | -$2.34K | 1.07% | 22 |
|
|
2024
Q3 | $2.74M | Sell |
4,768
-197
| -4% | -$113K | 1.12% | 19 |
|
|
2024
Q2 | $2.7M | Sell |
4,965
-4,999
| -50% | -$2.72M | 1.24% | 20 |
|
|
2024
Q1 | $5.21M | Sell |
9,964
-2,542
| -20% | -$1.33M | 2.91% | 4 |
|
|
2023
Q4 | $5.94M | Buy |
+12,506
| New | +$5.94M | 3.72% | 3 |
|