Whitcomb & Hess’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 | $539K | Hold |
873
| – | – | 0.15% | 35 |
|
|
2025
Q1 | $488K | Buy |
873
+1
| +0.1% | +$559 | 0.15% | 35 |
|
|
2024
Q4 | $511K | Buy |
872
+130
| +18% | +$76.2K | 0.16% | 35 |
|
|
2024
Q3 | $426K | Buy |
742
+1
| +0.1% | +$574 | 0.13% | 37 |
|
|
2024
Q2 | $403K | Buy |
741
+33
| +5% | +$18K | 0.13% | 38 |
|
|
2024
Q1 | $370K | Buy |
708
+2
| +0.3% | +$1.05K | 0.12% | 39 |
|
|
2023
Q4 | $335K | Buy |
+706
| New | +$335K | 0.12% | 38 |
|