Wilson & Boucher Capital Management’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 | $905K | Buy |
1,465
+22
| +2% | +$13.6K | 0.63% | 44 |
|
|
2025
Q1 | $807K | Sell |
1,443
-115
| -7% | -$64.3K | 0.6% | 50 |
|
|
2024
Q4 | $913K | Sell |
1,558
-262
| -14% | -$154K | 0.65% | 46 |
|
|
2024
Q3 | $1.04M | Sell |
1,820
-49
| -3% | -$28.1K | 0.72% | 41 |
|
|
2024
Q2 | $1.02M | Hold |
1,869
| – | – | 0.78% | 39 |
|
|
2024
Q1 | $978K | Buy |
1,869
+37
| +2% | +$19.4K | 0.77% | 37 |
|
|
2023
Q4 | $871K | Hold |
1,832
| – | – | 0.73% | 41 |
|
|
2023
Q3 | $783K | Sell |
1,832
-4
| -0.2% | -$1.71K | 0.74% | 42 |
|
|
2023
Q2 | $814K | Sell |
1,836
-5
| -0.3% | -$2.22K | 0.73% | 42 |
|
|
2023
Q1 | $754K | Sell |
1,841
-42
| -2% | -$17.2K | 0.72% | 45 |
|
|
2022
Q4 | $720K | Buy |
1,883
+301
| +19% | +$115K | 0.74% | 46 |
|
|
2022
Q3 | $565K | Buy |
1,582
+35
| +2% | +$12.5K | 0.66% | 50 |
|
|
2022
Q2 | $584K | Sell |
1,547
-80
| -5% | -$30.2K | 0.64% | 49 |
|
|
2022
Q1 | $735K | Sell |
1,627
-9
| -0.6% | -$4.07K | 0.67% | 50 |
|
|
2021
Q4 | $777K | Buy |
+1,636
| New | +$777K | 0.7% | 48 |
|