TFA
Tranquilli Financial Advisor’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 | $2.84M | Buy |
4,592
+1,986
| +76% | +$1.23M | 1.76% | 19 |
|
|
2025
Q1 | $1.46M | Sell |
2,606
-197
| -7% | -$110K | 0.92% | 31 |
|
|
2024
Q4 | $1.64M | Buy |
2,803
+425
| +18% | +$249K | 1.04% | 25 |
|
|
2024
Q3 | $1.36M | Buy |
2,378
+330
| +16% | +$189K | 0.86% | 37 |
|
|
2024
Q2 | $1.12M | Buy |
2,048
+160
| +8% | +$87.3K | 0.75% | 37 |
|
|
2024
Q1 | $988K | Buy |
1,888
+1,171
| +163% | +$613K | 0.66% | 42 |
|
|
2023
Q4 | $341K | Buy |
717
+4
| +0.6% | +$1.9K | 0.24% | 76 |
|
|
2023
Q3 | $305K | Buy |
+713
| New | +$305K | 0.22% | 74 |
|