Walker Financial Services’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 | $376K | Buy |
609
+19
| +3% | +$11.7K | 0.17% | 26 |
|
|
2025
Q1 | $330K | Buy |
590
+64
| +12% | +$35.8K | 0.17% | 21 |
|
|
2024
Q4 | $308K | Sell |
526
-89
| -14% | -$52.2K | 0.18% | 21 |
|
|
2024
Q3 | $353K | Buy |
615
+20
| +3% | +$11.5K | 0.24% | 20 |
|
|
2024
Q2 | $324K | Buy |
595
+1
| +0.2% | +$544 | 0.25% | 20 |
|
|
2024
Q1 | $311K | Buy |
594
+19
| +3% | +$9.94K | 0.26% | 21 |
|
|
2023
Q4 | $273K | Buy |
+575
| New | +$273K | 0.28% | 20 |
|