Valley Financial 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 | $836K | Buy |
1,353
+69
| +5% | +$42.6K | 0.51% | 28 |
|
|
2025
Q1 | $718K | Buy |
1,284
+22
| +2% | +$12.3K | 0.48% | 28 |
|
|
2024
Q4 | $739K | Sell |
1,262
-284
| -18% | -$166K | 0.51% | 28 |
|
|
2024
Q3 | $887K | Buy |
1,546
+1
| +0.1% | +$574 | 0.62% | 28 |
|
|
2024
Q2 | $841K | Hold |
1,545
| – | – | 0.62% | 26 |
|
|
2024
Q1 | $808K | Sell |
1,545
-52
| -3% | -$27.2K | 0.62% | 26 |
|
|
2023
Q4 | $759K | Buy |
+1,597
| New | +$759K | 0.59% | 27 |
|