Urban Financial Advisory Corp’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 | $87.5M | Sell |
141,595
-231
| -0.2% | -$143K | 43.97% | 1 |
|
|
2025
Q1 | $79.3M | Sell |
141,826
-1,315
| -0.9% | -$736K | 43.84% | 1 |
|
|
2024
Q4 | $83.9M | Buy |
143,141
+1,568
| +1% | +$919K | 46.09% | 1 |
|
|
2024
Q3 | $81.2M | Sell |
141,573
-339
| -0.2% | -$195K | 44.81% | 1 |
|
|
2024
Q2 | $77.2M | Sell |
141,912
-2,549
| -2% | -$1.39M | 47.11% | 1 |
|
|
2024
Q1 | $75.6M | Sell |
144,461
-988
| -0.7% | -$517K | 46.39% | 1 |
|
|
2023
Q4 | $69.1M | Buy |
+145,449
| New | +$69.1M | 52.62% | 1 |
|