AFIA
America First 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 | $584K | Buy |
946
+2
| +0.2% | +$1.24K | 0.12% | 31 |
|
|
2025
Q1 | $528K | Sell |
944
-46
| -5% | -$25.7K | 0.11% | 32 |
|
|
2024
Q4 | $580K | Sell |
990
-74
| -7% | -$43.4K | 0.13% | 29 |
|
|
2024
Q3 | $610K | Sell |
1,064
-43
| -4% | -$24.7K | 0.14% | 29 |
|
|
2024
Q2 | $602K | Buy |
1,107
+2
| +0.2% | +$1.09K | 0.15% | 28 |
|
|
2024
Q1 | $578K | Buy |
1,105
+3
| +0.3% | +$1.57K | 0.14% | 30 |
|
|
2023
Q4 | $524K | Buy |
1,102
+4
| +0.4% | +$1.9K | 0.14% | 30 |
|
|
2023
Q3 | $469K | Buy |
1,098
+3
| +0.3% | +$1.28K | 0.13% | 33 |
|
|
2023
Q2 | $486K | Buy |
1,095
+2
| +0.2% | +$887 | 0.13% | 32 |
|
|
2023
Q1 | $447K | Buy |
1,093
+152
| +16% | +$62.2K | 0.13% | 33 |
|
|
2022
Q4 | $360K | Sell |
941
-67
| -7% | -$25.6K | 0.11% | 35 |
|
|
2022
Q3 | $360K | Sell |
1,008
-237
| -19% | -$84.6K | 0.13% | 32 |
|
|
2022
Q2 | $470K | Sell |
1,245
-13
| -1% | -$4.91K | 0.15% | 32 |
|
|
2022
Q1 | $568K | Buy |
1,258
+2
| +0.2% | +$903 | 0.16% | 31 |
|
|
2021
Q4 | $596K | Buy |
1,256
+4
| +0.3% | +$1.9K | 0.17% | 31 |
|
|
2021
Q3 | $537K | Sell |
1,252
-34
| -3% | -$14.6K | 0.16% | 33 |
|
|
2021
Q2 | $550K | Sell |
1,286
-1,363
| -51% | -$583K | 0.16% | 36 |
|
|
2021
Q1 | $1.05M | Buy |
2,649
+34
| +1% | +$13.5K | 0.32% | 28 |
|
|
2020
Q4 | $978K | Buy |
2,615
+2
| +0.1% | +$748 | 0.3% | 26 |
|
|
2020
Q3 | $875K | Buy |
2,613
+3
| +0.1% | +$1.01K | 0.28% | 28 |
|
|
2020
Q2 | $805K | Buy |
2,610
+3
| +0.1% | +$925 | 0.26% | 30 |
|
|
2020
Q1 | $672K | Sell |
2,607
-994
| -28% | -$256K | 0.24% | 31 |
|
|
2019
Q4 | $1.16M | Buy |
3,601
+11
| +0.3% | +$3.54K | 0.34% | 25 |
|
|
2019
Q3 | $1.07M | Buy |
3,590
+2
| +0.1% | +$594 | 0.32% | 25 |
|
|
2019
Q2 | $1.05M | Buy |
3,588
+89
| +3% | +$26.1K | 0.32% | 26 |
|
|
2019
Q1 | $988K | Buy |
3,499
+49
| +1% | +$13.8K | 0.3% | 27 |
|
|
2018
Q4 | $862K | Buy |
3,450
+103
| +3% | +$25.7K | 0.29% | 28 |
|
|
2018
Q3 | $973K | Buy |
3,347
+3
| +0.1% | +$872 | 0.31% | 28 |
|
|
2018
Q2 | $907K | Buy |
3,344
+96
| +3% | +$26K | 0.3% | 27 |
|
|
2018
Q1 | $855K | Sell |
3,248
-75
| -2% | -$19.7K | 0.32% | 27 |
|
|
2017
Q4 | $887K | Sell |
3,323
-105
| -3% | -$28K | 0.3% | 28 |
|
|
2017
Q3 | $861K | Buy |
3,428
+2,310
| +207% | +$580K | 0.31% | 28 |
|
|
2017
Q2 | $270K | Buy |
1,118
+2
| +0.2% | +$483 | 0.1% | 39 |
|
|
2017
Q1 | $263K | Buy |
1,116
+245
| +28% | +$57.7K | 0.1% | 41 |
|
|
2016
Q4 | $195K | Sell |
871
-1,805
| -67% | -$404K | 0.08% | 41 |
|
|
2016
Q3 | $579K | Sell |
2,676
-120
| -4% | -$26K | 0.24% | 34 |
|
|
2016
Q2 | $586K | Buy |
2,796
+2,056
| +278% | +$431K | 0.24% | 35 |
|
|
2016
Q1 | $152K | Sell |
740
-4,280
| -85% | -$879K | 0.07% | 47 |
|
|
2015
Q4 | $1.02M | Sell |
5,020
-44
| -0.9% | -$8.97K | 0.46% | 28 |
|
|
2015
Q3 | $970K | Sell |
5,064
-1,869
| -27% | -$358K | 0.46% | 28 |
|
|
2015
Q2 | $1.43M | Sell |
6,933
-105
| -1% | -$21.6K | 0.63% | 28 |
|
|
2015
Q1 | $1.45M | Buy |
7,038
+237
| +3% | +$48.9K | 0.62% | 28 |
|
|
2014
Q4 | $1.4M | Buy |
6,801
+6,551
| +2,620% | +$1.35M | 0.59% | 29 |
|
|
2014
Q3 | $49K | Hold |
250
| – | – | 0.02% | 75 |
|
|
2014
Q2 | $49K | Hold |
250
| – | – | 0.02% | 78 |
|
|
2014
Q1 | $47K | Hold |
250
| – | – | 0.02% | 83 |
|
|
2013
Q4 | $46K | Hold |
250
| – | – | 0.02% | 86 |
|
|
2013
Q3 | $42K | Hold |
250
| – | – | 0.02% | 88 |
|
|
2013
Q2 | $40K | Buy |
+250
| New | +$40K | 0.02% | 82 |
|