Vawter Financial’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 | $398K | Sell |
644
-52
| -7% | -$32.1K | 4.49% | 8 |
|
|
2025
Q1 | $389K | Hold |
696
| – | – | 0.22% | 63 |
|
|
2024
Q4 | $408K | Hold |
696
| – | – | 0.25% | 60 |
|
|
2024
Q3 | $399K | Hold |
696
| – | – | 0.24% | 59 |
|
|
2024
Q2 | $379K | Hold |
696
| – | – | 0.26% | 58 |
|
|
2024
Q1 | $364K | Hold |
696
| – | – | 0.26% | 54 |
|
|
2023
Q4 | $331K | Buy |
+696
| New | +$331K | 0.26% | 50 |
|
|
2023
Q3 | – | Sell |
-696
| Closed | -$309K | – | 68 |
|
|
2023
Q2 | $309K | Buy |
+696
| New | +$309K | 0.27% | 52 |
|