United Advisor Group’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 | $1.65M | Sell |
2,677
-1,164
| -30% | -$719K | 0.29% | 93 |
|
|
2025
Q1 | $2.15M | Buy |
3,841
+181
| +5% | +$101K | 0.44% | 61 |
|
|
2024
Q4 | $2.14M | Sell |
3,660
-45
| -1% | -$26.4K | 0.42% | 61 |
|
|
2024
Q3 | $2.13M | Buy |
3,705
+555
| +18% | +$318K | 0.48% | 56 |
|
|
2024
Q2 | $1.71M | Sell |
3,150
-467
| -13% | -$254K | 0.53% | 55 |
|
|
2024
Q1 | $1.89M | Buy |
+3,617
| New | +$1.89M | 0.71% | 40 |
|