TCM
TruNorth Capital Management’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 | $6.42M | Sell |
10,386
-148
| -1% | -$91.4K | 1.43% | 14 |
|
|
2025
Q1 | $5.89M | Buy |
10,534
+5,670
| +117% | +$3.17M | 1.46% | 13 |
|
|
2024
Q4 | $2.85M | Sell |
4,864
-421
| -8% | -$247K | 0.78% | 21 |
|
|
2024
Q3 | $3.03M | Buy |
5,285
+953
| +22% | +$547K | 0.9% | 18 |
|
|
2024
Q2 | $2.36M | Buy |
4,332
+1,374
| +46% | +$748K | 0.76% | 18 |
|
|
2024
Q1 | $1.55M | Buy |
+2,958
| New | +$1.55M | 0.53% | 24 |
|