TIAM2
Tru Independence Asset Management 2’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 | $701K | Sell |
1,131
-270
| -19% | -$167K | 0.48% | 52 |
|
|
2025
Q1 | $786K | Buy |
1,401
+91
| +7% | +$51.1K | 0.59% | 41 |
|
|
2024
Q4 | $770K | Hold |
1,310
| – | – | 0.64% | 35 |
|
|
2024
Q3 | $754K | Buy |
+1,310
| New | +$754K | 0.64% | 35 |
|
|
2023
Q1 | $583K | Buy |
+1,425
| New | +$583K | 0.59% | 35 |
|
|
2022
Q3 | $603K | Sell |
1,689
-261
| -13% | -$93.2K | 0.64% | 24 |
|
|
2022
Q2 | $735K | Sell |
1,950
-63,000
| -97% | -$23.7M | 0.6% | 26 |
|
|
2022
Q1 | $29.3M | Buy |
64,950
+62,169
| +2,235% | +$28.1M | 16.85% | 1 |
|
|
2021
Q4 | $1.32M | Sell |
2,781
-7,297
| -72% | -$3.47M | 0.7% | 32 |
|
|
2021
Q3 | $4.33M | Sell |
10,078
-289
| -3% | -$124K | 3.07% | 11 |
|
|
2021
Q2 | $4.44M | Buy |
10,367
+1,023
| +11% | +$438K | 3.03% | 12 |
|
|
2021
Q1 | $3.7M | Buy |
9,344
+3,988
| +74% | +$1.58M | 2.93% | 9 |
|
|
2020
Q4 | $2M | Buy |
+5,356
| New | +$2M | 1.69% | 19 |
|