Twin Peaks Wealth Advisors’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 | $4.38M | Sell |
6,822
-253
| -4% | -$163K | 1.42% | 22 |
|
|
2025
Q1 | $3.8M | Sell |
7,075
-369
| -5% | -$198K | 1.73% | 20 |
|
|
2024
Q4 | $4.36M | Sell |
7,444
-347
| -4% | -$203K | 1.84% | 19 |
|
|
2024
Q3 | $4.47M | Sell |
7,791
-569
| -7% | -$326K | 2.06% | 17 |
|
|
2024
Q2 | $4.55M | Sell |
8,360
-312
| -4% | -$170K | 2.27% | 14 |
|
|
2024
Q1 | $4.54M | Buy |
8,672
+718
| +9% | +$376K | 2.52% | 14 |
|
|
2023
Q4 | $3.78M | Buy |
+7,954
| New | +$3.78M | 2.42% | 13 |
|