VIA
Vickerman Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
644
| – | – | 0.09% | 66 |
|
|
2025
Q1 | $360K | Sell |
644
-26
| -4% | -$14.5K | 0.08% | 71 |
|
|
2024
Q4 | $393K | Sell |
670
-45
| -6% | -$26.4K | 0.11% | 58 |
|
|
2024
Q3 | $410K | Sell |
715
-3
| -0.4% | -$1.72K | 0.12% | 55 |
|
|
2024
Q2 | $391K | Buy |
718
+157
| +28% | +$85.4K | 0.13% | 55 |
|
|
2024
Q1 | $293K | Hold |
561
| – | – | 0.09% | 60 |
|
|
2023
Q4 | $267K | Sell |
561
-176
| -24% | -$83.7K | 0.09% | 61 |
|
|
2023
Q3 | $315K | Sell |
737
-1,078
| -59% | -$461K | 0.13% | 59 |
|
|
2023
Q2 | $805K | Sell |
1,815
-417
| -19% | -$185K | 0.31% | 54 |
|
|
2023
Q1 | $914K | Sell |
2,232
-21
| -0.9% | -$8.6K | 0.36% | 50 |
|
|
2022
Q4 | $862K | Buy |
2,253
+43
| +2% | +$16.4K | 0.39% | 53 |
|
|
2022
Q3 | $789K | Buy |
2,210
+42
| +2% | +$15K | 0.38% | 53 |
|
|
2022
Q2 | $818K | Sell |
2,168
-521
| -19% | -$197K | 0.39% | 56 |
|
|
2022
Q1 | $1.11M | Sell |
2,689
-64
| -2% | -$26.3K | 0.49% | 53 |
|
|
2021
Q4 | $1.31M | Sell |
2,753
-24
| -0.9% | -$11.4K | 0.53% | 50 |
|
|
2021
Q3 | $1.19M | Buy |
+2,777
| New | +$1.19M | 0.48% | 50 |
|