Wealth Quarterback’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 | $876K | Buy |
1,417
+31
| +2% | +$19.2K | 0.42% | 58 |
|
|
2025
Q1 | $775K | Sell |
1,386
-488
| -26% | -$273K | 0.44% | 55 |
|
|
2024
Q4 | $1.1M | Buy |
1,874
+141
| +8% | +$82.6K | 0.52% | 38 |
|
|
2024
Q3 | $995K | Sell |
1,733
-95
| -5% | -$54.5K | 0.52% | 43 |
|
|
2024
Q2 | $995K | Sell |
1,828
-33
| -2% | -$18K | 0.56% | 35 |
|
|
2024
Q1 | $973K | Buy |
1,861
+18
| +1% | +$9.41K | 0.54% | 38 |
|
|
2023
Q4 | $876K | Buy |
1,843
+72
| +4% | +$34.2K | 0.53% | 41 |
|
|
2023
Q3 | $757K | Sell |
1,771
-101
| -5% | -$43.2K | 0.65% | 34 |
|
|
2023
Q2 | $830K | Buy |
1,872
+559
| +43% | +$248K | 0.57% | 34 |
|
|
2023
Q1 | $537K | Sell |
1,313
-49
| -4% | -$20.1K | 0.46% | 53 |
|
|
2022
Q4 | $521K | Buy |
1,362
+6
| +0.4% | +$2.29K | 0.43% | 52 |
|
|
2022
Q3 | $484K | Sell |
1,356
-27
| -2% | -$9.64K | 0.51% | 48 |
|
|
2022
Q2 | $522K | Buy |
+1,383
| New | +$522K | 0.41% | 52 |
|
|
2021
Q3 | $595K | Buy |
12,113
+10,517
| +659% | +$517K | 0.4% | 55 |
|
|
2021
Q2 | $685K | Buy |
+1,596
| New | +$685K | 0.42% | 56 |
|
|
2020
Q4 | $662K | Sell |
1,770
-1,225
| -41% | -$458K | 0.55% | 45 |
|
|
2020
Q3 | $924K | Hold |
2,995
| – | – | 0.85% | 35 |
|
|
2020
Q2 | $924K | Buy |
2,995
+69
| +2% | +$21.3K | 0.85% | 35 |
|
|
2020
Q1 | $737K | Sell |
2,926
-365,639
| -99% | -$92.1M | 0.68% | 37 |
|
|
2019
Q4 | $704K | Buy |
+368,565
| New | +$704K | 0.61% | 38 |
|