ViaWealth’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 | $347K | Buy |
562
+1
| +0.2% | +$618 | 0.21% | 125 |
|
|
2025
Q1 | $314K | Buy |
561
+72
| +15% | +$40.3K | 0.19% | 128 |
|
|
2024
Q4 | $287K | Hold |
489
| – | – | 0.17% | 127 |
|
|
2024
Q3 | $281K | Hold |
489
| – | – | 0.16% | 129 |
|
|
2024
Q2 | $266K | Hold |
489
| – | – | 0.17% | 136 |
|
|
2024
Q1 | $256K | Hold |
489
| – | – | 0.16% | 140 |
|
|
2023
Q4 | $232K | Hold |
489
| – | – | 0.16% | 142 |
|
|
2023
Q3 | $209K | Hold |
489
| – | – | 0.15% | 150 |
|
|
2023
Q2 | $217K | Hold |
489
| – | – | 0.16% | 143 |
|
|
2023
Q1 | $200K | Buy |
+489
| New | +$200K | 0.16% | 145 |
|