Your Advocates Ltd’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 | $1.3M | Buy |
2,100
+59
| +3% | +$36.5K | 0.47% | 15 |
|
|
2025
Q1 | $1.14M | Buy |
2,041
+29
| +1% | +$16.2K | 0.44% | 16 |
|
|
2024
Q4 | $1.18M | Buy |
2,012
+105
| +6% | +$61.6K | 0.47% | 15 |
|
|
2024
Q3 | $1.09M | Sell |
1,907
-55
| -3% | -$31.6K | 0.43% | 15 |
|
|
2024
Q2 | $1.07M | Buy |
1,962
+3
| +0.2% | +$1.63K | 0.45% | 15 |
|
|
2024
Q1 | $1.02M | Buy |
1,959
+32
| +2% | +$16.7K | 0.43% | 15 |
|
|
2023
Q4 | $916K | Buy |
1,927
+4
| +0.2% | +$1.9K | 0.37% | 16 |
|
|
2023
Q3 | $822K | Sell |
1,923
-194
| -9% | -$82.9K | 0.49% | 17 |
|
|
2023
Q2 | $938K | Buy |
2,117
+2
| +0.1% | +$886 | 0.48% | 18 |
|
|
2023
Q1 | $866K | Buy |
2,115
+4
| +0.2% | +$1.64K | 0.48% | 18 |
|
|
2022
Q4 | $807K | Buy |
2,111
+7
| +0.3% | +$2.68K | 0.47% | 21 |
|
|
2022
Q3 | $751K | Sell |
2,104
-181
| -8% | -$64.6K | 0.45% | 18 |
|
|
2022
Q2 | $862K | Buy |
2,285
+184
| +9% | +$69.4K | 0.51% | 18 |
|
|
2022
Q1 | $949K | Buy |
2,101
+65
| +3% | +$29.4K | 0.54% | 16 |
|
|
2021
Q4 | $967K | Buy |
2,036
+31
| +2% | +$14.7K | 0.55% | 14 |
|
|
2021
Q3 | $861K | Hold |
2,005
| – | – | 0.56% | 15 |
|
|
2021
Q2 | $858K | Sell |
2,005
-9
| -0.4% | -$3.85K | 0.56% | 15 |
|
|
2021
Q1 | $798K | Sell |
2,014
-49
| -2% | -$19.4K | 0.59% | 14 |
|
|
2020
Q4 | $771K | Sell |
2,063
-2
| -0.1% | -$747 | 0.57% | 13 |
|
|
2020
Q3 | $692K | Sell |
2,065
-724
| -26% | -$243K | 0.54% | 13 |
|
|
2020
Q2 | $897K | Buy |
2,789
+453
| +19% | +$146K | 0.62% | 14 |
|
|
2020
Q1 | $602K | Buy |
2,336
+150
| +7% | +$38.7K | 0.52% | 14 |
|
|
2019
Q4 | $704K | Buy |
+2,186
| New | +$704K | 0.56% | 16 |
|