AFAS
Acorn Financial Advisory 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
Q2 | $2.27M | Sell |
3,670
-142
| -4% | -$87.7K | 0.37% | 33 |
|
|
2025
Q1 | $2.13M | Sell |
3,812
-364
| -9% | -$204K | 0.39% | 29 |
|
|
2024
Q4 | $2.45M | Sell |
4,176
-61
| -1% | -$35.7K | 0.4% | 33 |
|
|
2024
Q3 | $2.43M | Sell |
4,237
-537
| -11% | -$308K | 0.43% | 27 |
|
|
2024
Q2 | $2.6M | Sell |
4,774
-2,555
| -35% | -$1.39M | 0.48% | 27 |
|
|
2024
Q1 | $3.83M | Buy |
7,329
+9
| +0.1% | +$4.71K | 0.72% | 19 |
|
|
2023
Q4 | $3.48M | Sell |
7,320
-1,141
| -13% | -$542K | 0.61% | 18 |
|
|
2023
Q3 | $3.62M | Sell |
8,461
-3,111
| -27% | -$1.33M | 0.65% | 21 |
|
|
2023
Q2 | $5.13M | Buy |
11,572
+1
| +0% | +$443 | 0.91% | 13 |
|
|
2023
Q1 | $4.74M | Buy |
11,571
+3,839
| +50% | +$1.57M | 0.92% | 13 |
|
|
2022
Q4 | $2.96M | Sell |
7,732
-19
| -0.2% | -$7.27K | 0.63% | 18 |
|
|
2022
Q3 | $2.77M | Buy |
7,751
+3,104
| +67% | +$1.11M | 0.66% | 19 |
|
|
2022
Q2 | $1.75M | Buy |
4,647
+1,535
| +49% | +$579K | 0.42% | 31 |
|
|
2022
Q1 | $1.41M | Sell |
3,112
-27
| -0.9% | -$12.2K | 0.28% | 61 |
|
|
2021
Q4 | $1.49M | Buy |
3,139
+10
| +0.3% | +$4.75K | 0.3% | 58 |
|
|
2021
Q3 | $1.34M | Sell |
3,129
-3,647
| -54% | -$1.57M | 0.42% | 65 |
|
|
2021
Q2 | $2.91M | Buy |
6,776
+1,049
| +18% | +$450K | 0.86% | 23 |
|
|
2021
Q1 | $2.32M | Sell |
5,727
-930
| -14% | -$376K | 0.85% | 21 |
|
|
2020
Q4 | $2.49M | Sell |
6,657
-480
| -7% | -$180K | 0.98% | 16 |
|
|
2020
Q3 | $2.39M | Sell |
7,137
-194
| -3% | -$65.1K | 1.25% | 14 |
|
|
2020
Q2 | $2.27M | Buy |
7,331
+5,080
| +226% | +$1.57M | 1.58% | 9 |
|
|
2020
Q1 | $581K | Buy |
2,251
+293
| +15% | +$75.6K | 0.57% | 55 |
|
|
2019
Q4 | $630K | Buy |
+1,958
| New | +$630K | 0.53% | 65 |
|