1IA
1834 Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Hold |
5,511
| – | – | 0.43% | 59 |
|
|
2025
Q1 | $3.08M | Buy |
5,511
+178
| +3% | +$99.6K | 0.4% | 64 |
|
|
2024
Q4 | $3.13M | Sell |
5,333
-3
| -0.1% | -$1.76K | 0.4% | 64 |
|
|
2024
Q3 | $3.06M | Sell |
5,336
-62
| -1% | -$35.6K | 0.36% | 71 |
|
|
2024
Q2 | $2.94M | Sell |
5,398
-2
| -0% | -$1.09K | 0.35% | 74 |
|
|
2024
Q1 | $2.82M | Sell |
5,400
-19
| -0.4% | -$9.94K | 0.34% | 73 |
|
|
2023
Q4 | $2.58M | Sell |
5,419
-27
| -0.5% | -$12.8K | 0.31% | 74 |
|
|
2023
Q3 | $2.33M | Sell |
5,446
-151
| -3% | -$64.5K | 0.29% | 79 |
|
|
2023
Q2 | $2.48M | Buy |
5,597
+49
| +0.9% | +$21.7K | 0.3% | 75 |
|
|
2023
Q1 | $2.27M | Buy |
5,548
+121
| +2% | +$49.5K | 0.27% | 80 |
|
|
2022
Q4 | $2.08M | Sell |
5,427
-14
| -0.3% | -$5.35K | 0.3% | 71 |
|
|
2022
Q3 | $1.94M | Sell |
5,441
-13
| -0.2% | -$4.64K | 0.29% | 70 |
|
|
2022
Q2 | $2.06M | Sell |
5,454
-53
| -1% | -$20K | 0.29% | 66 |
|
|
2022
Q1 | $2.49M | Sell |
5,507
-47
| -0.8% | -$21.2K | 0.3% | 70 |
|
|
2021
Q4 | $2.64M | Buy |
5,554
+3
| +0.1% | +$1.43K | 0.3% | 69 |
|
|
2021
Q3 | $2.38M | Buy |
5,551
+26
| +0.5% | +$11.2K | 0.29% | 74 |
|
|
2021
Q2 | $2.37M | Sell |
5,525
-98
| -2% | -$41.9K | 0.29% | 73 |
|
|
2021
Q1 | $2.23M | Sell |
5,623
-571
| -9% | -$226K | 0.29% | 71 |
|
|
2020
Q4 | $2.32M | Sell |
6,194
-3
| -0% | -$1.12K | 0.31% | 67 |
|
|
2020
Q3 | $2.08M | Sell |
6,197
-579
| -9% | -$194K | 0.3% | 69 |
|
|
2020
Q2 | $2.09M | Sell |
6,776
-338
| -5% | -$104K | 0.33% | 65 |
|
|
2020
Q1 | $1.83M | Sell |
7,114
-208
| -3% | -$53.6K | 0.35% | 69 |
|
|
2019
Q4 | $2.36M | Sell |
7,322
-447
| -6% | -$144K | 0.36% | 65 |
|
|
2019
Q3 | $2.31M | Sell |
7,769
-1,577
| -17% | -$468K | 0.33% | 68 |
|
|
2019
Q2 | $2.74M | Sell |
9,346
-324
| -3% | -$94.9K | 0.41% | 64 |
|
|
2019
Q1 | $2.73M | Sell |
9,670
-6,913
| -42% | -$1.95M | 0.42% | 66 |
|
|
2018
Q4 | $4.15M | Buy |
16,583
+8,316
| +101% | +$2.08M | 0.69% | 53 |
|
|
2018
Q3 | $2.4M | Sell |
8,267
-392
| -5% | -$114K | 0.35% | 70 |
|
|
2018
Q2 | $2.35M | Hold |
8,659
| – | – | 0.37% | 68 |
|
|
2018
Q1 | $2.28M | Buy |
8,659
+230
| +3% | +$60.5K | 0.39% | 64 |
|
|
2017
Q4 | $2.25M | Sell |
8,429
-250
| -3% | -$66.7K | 0.35% | 73 |
|
|
2017
Q3 | $2.18M | Hold |
8,679
| – | – | 0.41% | 66 |
|
|
2017
Q2 | $2.1M | Sell |
8,679
-389
| -4% | -$94.1K | 0.4% | 70 |
|
|
2017
Q1 | $2.14M | Sell |
9,068
-1,034
| -10% | -$244K | 0.41% | 67 |
|
|
2016
Q4 | $2.26M | Buy |
10,102
+2,246
| +29% | +$502K | 0.46% | 62 |
|
|
2016
Q3 | $1.7M | Sell |
7,856
-5
| -0.1% | -$1.08K | 0.37% | 67 |
|
|
2016
Q2 | $1.65M | Sell |
7,861
-78
| -1% | -$16.3K | 0.36% | 71 |
|
|
2016
Q1 | $1.63M | Sell |
7,939
-8,707
| -52% | -$1.79M | 0.37% | 64 |
|
|
2015
Q4 | $3.39M | Buy |
16,646
+8,462
| +103% | +$1.73M | 0.8% | 46 |
|
|
2015
Q3 | $1.57M | Buy |
8,184
+1,141
| +16% | +$219K | 0.39% | 69 |
|
|
2015
Q2 | $1.45M | Sell |
7,043
-158
| -2% | -$32.5K | 0.4% | 63 |
|
|
2015
Q1 | $1.49M | Hold |
7,201
| – | – | 0.4% | 66 |
|
|
2014
Q4 | $1.48M | Buy |
7,201
+515
| +8% | +$106K | 0.41% | 65 |
|
|
2014
Q3 | $1.32M | Buy |
6,686
+25
| +0.4% | +$4.92K | 0.36% | 72 |
|
|
2014
Q2 | $1.3M | Buy |
6,661
+63
| +1% | +$12.3K | 0.35% | 75 |
|
|
2014
Q1 | $1.23M | Sell |
6,598
-100
| -1% | -$18.7K | 0.36% | 72 |
|
|
2013
Q4 | $1.24M | Sell |
6,698
-142
| -2% | -$26.2K | 0.36% | 74 |
|
|
2013
Q3 | $1.15M | Sell |
6,840
-10
| -0.1% | -$1.68K | 0.38% | 69 |
|
|
2013
Q2 | $1.1M | Buy |
+6,850
| New | +$1.1M | 0.38% | 71 |
|