Vise Technologies’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 | $5.72M | Buy |
+9,255
| New | +$5.72M | 0.24% | 91 |
|
|
2024
Q4 | $2.7M | Buy |
4,608
+2,911
| +172% | +$1.71M | 0.23% | 89 |
|
|
2024
Q3 | $974K | Buy |
1,697
+28
| +2% | +$16.1K | 0.12% | 165 |
|
|
2024
Q2 | $908K | Buy |
1,669
+473
| +40% | +$257K | 0.16% | 134 |
|
|
2024
Q1 | $625K | Buy |
1,196
+270
| +29% | +$141K | 0.12% | 169 |
|
|
2023
Q4 | $440K | Buy |
926
+42
| +5% | +$20K | 0.09% | 207 |
|
|
2023
Q3 | $378K | Buy |
884
+23
| +3% | +$9.83K | 0.09% | 210 |
|
|
2023
Q2 | $382K | Sell |
861
-33
| -4% | -$14.6K | 0.09% | 210 |
|
|
2023
Q1 | $366K | Buy |
+894
| New | +$366K | 0.1% | 211 |
|
|
2022
Q1 | – | Sell |
-495
| Closed | -$235K | – | 262 |
|
|
2021
Q4 | $235K | Buy |
+495
| New | +$235K | 0.06% | 123 |
|