AF
Advisornet Financial’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 | $17.3M | Sell |
27,948
-397
| -1% | -$245K | 1.11% | 22 |
|
|
2025
Q1 | $15.9M | Buy |
28,345
+7,488
| +36% | +$4.19M | 1.18% | 17 |
|
|
2024
Q4 | $12.2M | Buy |
20,857
+1,039
| +5% | +$609K | 1.02% | 22 |
|
|
2024
Q3 | $11.4M | Sell |
19,818
-271
| -1% | -$155K | 0.85% | 22 |
|
|
2024
Q2 | $10.9M | Buy |
20,089
+132
| +0.7% | +$71.8K | 0.99% | 19 |
|
|
2024
Q1 | $10.4M | Buy |
19,957
+612
| +3% | +$320K | 1% | 18 |
|
|
2023
Q4 | $9.19M | Buy |
19,345
+1,697
| +10% | +$807K | 0.85% | 21 |
|
|
2023
Q3 | $7.54M | Sell |
17,648
-22,543
| -56% | -$9.64M | 0.68% | 34 |
|
|
2023
Q2 | $17.8M | Buy |
40,191
+2,964
| +8% | +$1.31M | 1.52% | 5 |
|
|
2023
Q1 | $15.2M | Buy |
37,227
+614
| +2% | +$251K | 1.39% | 8 |
|
|
2022
Q4 | $14M | Buy |
36,613
+2,863
| +8% | +$1.09M | 1.38% | 9 |
|
|
2022
Q3 | $12.1M | Buy |
33,750
+1,966
| +6% | +$702K | 1.2% | 9 |
|
|
2022
Q2 | $12M | Sell |
31,784
-1,285
| -4% | -$485K | 1.18% | 9 |
|
|
2022
Q1 | $14.9M | Buy |
33,069
+994
| +3% | +$449K | 0.93% | 14 |
|
|
2021
Q4 | $15.2M | Buy |
32,075
+400
| +1% | +$190K | 0.94% | 12 |
|
|
2021
Q3 | $13.6M | Buy |
31,675
+3,940
| +14% | +$1.69M | 0.95% | 12 |
|
|
2021
Q2 | $11.9M | Buy |
27,735
+54
| +0.2% | +$23.1K | 0.79% | 19 |
|
|
2021
Q1 | $11M | Sell |
27,681
-934
| -3% | -$370K | 0.78% | 17 |
|
|
2020
Q4 | $10.7M | Sell |
28,615
-499
| -2% | -$187K | 0.86% | 16 |
|
|
2020
Q3 | $9.75M | Sell |
29,114
-3,245
| -10% | -$1.09M | 0.84% | 17 |
|
|
2020
Q2 | $9.98M | Buy |
32,359
+1,771
| +6% | +$546K | 0.8% | 22 |
|
|
2020
Q1 | $7.88M | Sell |
30,588
-8,068
| -21% | -$2.08M | 0.73% | 24 |
|
|
2019
Q4 | $12.4M | Buy |
38,656
+276
| +0.7% | +$88.8K | 1.06% | 14 |
|
|
2019
Q3 | $11.4M | Buy |
38,380
+5,620
| +17% | +$1.67M | 1.05% | 13 |
|
|
2019
Q2 | $9.6M | Buy |
32,760
+3,415
| +12% | +$1M | 1.06% | 14 |
|
|
2019
Q1 | $8.29M | Sell |
29,345
-3,925
| -12% | -$1.11M | 1.01% | 16 |
|
|
2018
Q4 | $8.32M | Buy |
33,270
+7,472
| +29% | +$1.87M | 1.15% | 15 |
|
|
2018
Q3 | $7.5M | Sell |
25,798
-1,096
| -4% | -$319K | 0.94% | 16 |
|
|
2018
Q2 | $7.3M | Buy |
26,894
+472
| +2% | +$128K | 0.99% | 16 |
|
|
2018
Q1 | $6.95M | Buy |
26,422
+1,863
| +8% | +$490K | 0.96% | 15 |
|
|
2017
Q4 | $6.55M | Buy |
+24,559
| New | +$6.55M | 1% | 15 |
|