Zullo Investment Group’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 | $570K | Buy |
922
+17
| +2% | +$10.5K | 0.23% | 84 |
|
|
2025
Q1 | $506K | Sell |
905
-20
| -2% | -$11.2K | 0.22% | 87 |
|
|
2024
Q4 | $542K | Buy |
925
+15
| +2% | +$8.79K | 0.22% | 81 |
|
|
2024
Q3 | $522K | Sell |
910
-6
| -0.7% | -$3.44K | 0.22% | 83 |
|
|
2024
Q2 | $499K | Buy |
916
+25
| +3% | +$13.6K | 0.22% | 84 |
|
|
2024
Q1 | $466K | Sell |
891
-3
| -0.3% | -$1.57K | 0.22% | 88 |
|
|
2023
Q4 | $425K | Buy |
894
+223
| +33% | +$106K | 0.22% | 93 |
|
|
2023
Q3 | $287K | Buy |
671
+21
| +3% | +$8.98K | 0.17% | 107 |
|
|
2023
Q2 | $288K | Sell |
650
-32
| -5% | -$14.2K | 0.16% | 111 |
|
|
2023
Q1 | $279K | Sell |
682
-24
| -3% | -$9.83K | 0.17% | 110 |
|
|
2022
Q4 | $270K | Hold |
706
| – | – | 0.17% | 110 |
|
|
2022
Q3 | $252K | Buy |
706
+36
| +5% | +$12.9K | 0.16% | 109 |
|
|
2022
Q2 | $253K | Sell |
670
-6
| -0.9% | -$2.27K | 0.16% | 112 |
|
|
2022
Q1 | $305K | Sell |
676
-3
| -0.4% | -$1.35K | 0.16% | 117 |
|
|
2021
Q4 | $322K | Buy |
+679
| New | +$322K | 0.17% | 115 |
|