AIFS
A&I Financial Services’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
Q1 | – | Sell |
-2,241
| Closed | -$1.31M | – | 80 |
|
|
2024
Q4 | $1.31M | Buy |
+2,241
| New | +$1.31M | 1.28% | 14 |
|
|
2019
Q3 | $24.9M | Buy |
83,794
+1,969
| +2% | +$584K | 37.21% | 1 |
|
|
2019
Q2 | $24M | Buy |
81,825
+3,753
| +5% | +$1.1M | 39.26% | 1 |
|
|
2019
Q1 | $22.1M | Buy |
+78,072
| New | +$22.1M | 40.66% | 1 |
|
|
2018
Q3 | – | Sell |
-43,287
| Closed | -$11.7M | – | 22 |
|
|
2018
Q2 | $11.7M | Buy |
43,287
+3,356
| +8% | +$910K | 23.57% | 1 |
|
|
2018
Q1 | $10.5M | Buy |
39,931
+211
| +0.5% | +$55.5K | 25.91% | 1 |
|
|
2017
Q4 | $10.6M | Buy |
+39,720
| New | +$10.6M | 20.93% | 1 |
|