Weitzel 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 | $757K | Buy |
1,187
+244
| +26% | +$156K | 0.32% | 24 |
|
|
2025
Q1 | $506K | Buy |
943
+45
| +5% | +$24.2K | 0.24% | 26 |
|
|
2024
Q4 | $530K | Buy |
898
+412
| +85% | +$243K | 0.25% | 26 |
|
|
2024
Q3 | $277K | Hold |
486
| – | – | 0.13% | 35 |
|
|
2024
Q2 | $265K | Buy |
486
+88
| +22% | +$48K | 0.13% | 33 |
|
|
2024
Q1 | $208K | Buy |
+398
| New | +$208K | 0.1% | 38 |
|
|
2022
Q2 | – | Sell |
-486
| Closed | -$219K | – | 34 |
|
|
2022
Q1 | $219K | Buy |
486
+8
| +2% | +$3.61K | 0.14% | 31 |
|
|
2021
Q4 | $227K | Buy |
+478
| New | +$227K | 0.14% | 28 |
|