Vishria Bird 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 | $7.15M | Sell |
11,576
-27
| -0.2% | -$16.7K | 2.38% | 17 |
|
|
2025
Q1 | $6.49M | Sell |
11,603
-349
| -3% | -$195K | 2.21% | 16 |
|
|
2024
Q4 | $7.01M | Hold |
11,952
| – | – | 2.45% | 14 |
|
|
2024
Q3 | $6.86M | Sell |
11,952
-1
| -0% | -$574 | 2.6% | 15 |
|
|
2024
Q2 | $6.51M | Buy |
11,953
+3
| +0% | +$1.63K | 2.73% | 13 |
|
|
2024
Q1 | $6.25M | Sell |
11,950
-49
| -0.4% | -$25.6K | 2.68% | 15 |
|
|
2023
Q4 | $5.7M | Sell |
11,999
-41
| -0.3% | -$19.5K | 2.7% | 14 |
|
|
2023
Q3 | $5.15M | Hold |
12,040
| – | – | 2.92% | 14 |
|
|
2023
Q2 | $5.34M | Sell |
12,040
-85
| -0.7% | -$37.7K | 3.17% | 11 |
|
|
2023
Q1 | $4.96M | Sell |
12,125
-729
| -6% | -$298K | 3.18% | 13 |
|
|
2022
Q4 | $4.92M | Hold |
12,854
| – | – | 3.43% | 12 |
|
|
2022
Q3 | $4.59M | Buy |
12,854
+18
| +0.1% | +$6.43K | 3.09% | 14 |
|
|
2022
Q2 | $4.84M | Sell |
12,836
-79
| -0.6% | -$29.8K | 3.22% | 12 |
|
|
2022
Q1 | $5.83M | Buy |
12,915
+1
| +0% | +$452 | 3.22% | 12 |
|
|
2021
Q4 | $6.13M | Sell |
12,914
-285
| -2% | -$135K | 2.85% | 13 |
|
|
2021
Q3 | $5.66M | Buy |
13,199
+338
| +3% | +$145K | 2.97% | 14 |
|
|
2021
Q2 | $5.51M | Sell |
12,861
-1,079
| -8% | -$462K | 2.71% | 17 |
|
|
2021
Q1 | $5.53M | Sell |
13,940
-391
| -3% | -$155K | 3.05% | 13 |
|
|
2020
Q4 | $5.36M | Sell |
14,331
-24
| -0.2% | -$8.97K | 3.05% | 13 |
|
|
2020
Q3 | $4.81M | Buy |
14,355
+21
| +0.1% | +$7.03K | 3.02% | 14 |
|
|
2020
Q2 | $4.42M | Sell |
14,334
-13,751
| -49% | -$4.24M | 3.46% | 12 |
|
|
2020
Q1 | $7.24M | Buy |
28,085
+1
| +0% | +$258 | 7.58% | 4 |
|
|
2019
Q4 | $9.04M | Sell |
28,084
-1,348
| -5% | -$434K | 8.77% | 2 |
|
|
2019
Q3 | $8.74M | Sell |
29,432
-135
| -0.5% | -$40.1K | 10% | 1 |
|
|
2019
Q2 | $8.66M | Sell |
29,567
-823
| -3% | -$241K | 8.65% | 1 |
|
|
2019
Q1 | $8.59M | Sell |
30,390
-524
| -2% | -$148K | 8.68% | 1 |
|
|
2018
Q4 | $7.73M | Sell |
30,914
-99
| -0.3% | -$24.7K | 8.55% | 1 |
|
|
2018
Q3 | $9.02M | Sell |
31,013
-277
| -0.9% | -$80.5K | 7.73% | 2 |
|
|
2018
Q2 | $8.49M | Buy |
+31,290
| New | +$8.49M | 7.87% | 4 |
|