Triune Financial Partners’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 | $744K | Buy |
1,204
+305
| +34% | +$188K | 0.2% | 17 |
|
|
2025
Q1 | $503K | Buy |
899
+3
| +0.3% | +$1.68K | 0.16% | 18 |
|
|
2024
Q4 | $525K | Buy |
896
+3
| +0.3% | +$1.76K | 0.17% | 16 |
|
|
2024
Q3 | $513K | Buy |
893
+3
| +0.3% | +$1.72K | 0.16% | 16 |
|
|
2024
Q2 | $485K | Buy |
890
+2
| +0.2% | +$1.09K | 0.17% | 17 |
|
|
2024
Q1 | $464K | Buy |
888
+70
| +9% | +$36.6K | 0.16% | 19 |
|
|
2023
Q4 | $389K | Buy |
818
+3
| +0.4% | +$1.43K | 0.14% | 19 |
|
|
2023
Q3 | $349K | Buy |
815
+3
| +0.4% | +$1.28K | 0.14% | 20 |
|
|
2023
Q2 | $360K | Buy |
812
+3
| +0.4% | +$1.33K | 0.15% | 21 |
|
|
2023
Q1 | $331K | Buy |
809
+3
| +0.4% | +$1.23K | 0.15% | 18 |
|
|
2022
Q4 | $308K | Buy |
806
+3
| +0.4% | +$1.15K | 0.15% | 18 |
|
|
2022
Q3 | $287K | Sell |
803
-41
| -5% | -$14.6K | 0.16% | 15 |
|
|
2022
Q2 | $318K | Buy |
844
+47
| +6% | +$17.7K | 0.17% | 13 |
|
|
2022
Q1 | $360K | Buy |
797
+1
| +0.1% | +$452 | 0.19% | 12 |
|
|
2021
Q4 | $378K | Buy |
+796
| New | +$378K | 0.19% | 13 |
|
|
2021
Q2 | $338K | Buy |
+789
| New | +$338K | 0.28% | 12 |
|