West Michigan Advisors’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 | $908K | Sell |
1,465
-158
| -10% | -$97.9K | 0.26% | 73 |
|
|
2025
Q1 | $911K | Sell |
1,623
-54
| -3% | -$30.3K | 0.3% | 63 |
|
|
2024
Q4 | $982K | Sell |
1,677
-523
| -24% | -$306K | 0.3% | 63 |
|
|
2024
Q3 | $1.27M | Buy |
2,200
+467
| +27% | +$269K | 0.38% | 55 |
|
|
2024
Q2 | $946K | Buy |
1,733
+19
| +1% | +$10.4K | 0.3% | 58 |
|
|
2024
Q1 | $896K | Buy |
+1,714
| New | +$896K | 0.29% | 61 |
|
|
2023
Q4 | – | Sell |
-1,300
| Closed | -$556K | – | 164 |
|
|
2023
Q3 | $556K | Buy |
1,300
+2
| +0.2% | +$855 | 0.3% | 68 |
|
|
2023
Q2 | $575K | Buy |
1,298
+38
| +3% | +$16.8K | 0.23% | 98 |
|
|
2023
Q1 | $516K | Buy |
1,260
+730
| +138% | +$299K | 0.29% | 75 |
|
|
2022
Q4 | $203K | Buy |
+530
| New | +$203K | 0.15% | 114 |
|
|
2022
Q3 | – | Sell |
-530
| Closed | -$200K | – | 119 |
|
|
2022
Q2 | $200K | Buy |
+530
| New | +$200K | 0.17% | 108 |
|