AFA
American Financial 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 | $1.73M | Buy |
2,797
+83
| +3% | +$51.3K | 0.24% | 46 |
|
|
2025
Q1 | $1.52M | Buy |
2,714
+159
| +6% | +$88.9K | 0.22% | 50 |
|
|
2024
Q4 | $1.5M | Buy |
2,555
+43
| +2% | +$25.2K | 0.21% | 51 |
|
|
2024
Q3 | $1.44M | Buy |
2,512
+250
| +11% | +$143K | 0.2% | 53 |
|
|
2024
Q2 | $1.23M | Buy |
2,262
+17
| +0.8% | +$9.25K | 0.18% | 55 |
|
|
2024
Q1 | $1.17M | Buy |
2,245
+111
| +5% | +$58.1K | 0.17% | 56 |
|
|
2023
Q4 | $1.01M | Buy |
2,134
+15
| +0.7% | +$7.13K | 0.15% | 57 |
|
|
2023
Q3 | $906K | Buy |
2,119
+600
| +39% | +$257K | 0.14% | 61 |
|
|
2023
Q2 | $673K | Sell |
1,519
-98
| -6% | -$43.4K | 0.11% | 69 |
|
|
2023
Q1 | $662K | Buy |
1,617
+20
| +1% | +$8.19K | 0.11% | 71 |
|
|
2022
Q4 | $611K | Sell |
1,597
-487
| -23% | -$186K | 0.1% | 69 |
|
|
2022
Q3 | $744K | Sell |
2,084
-114
| -5% | -$40.7K | 0.13% | 62 |
|
|
2022
Q2 | $829K | Buy |
2,198
+228
| +12% | +$86K | 0.22% | 38 |
|
|
2022
Q1 | $890K | Buy |
1,970
+125
| +7% | +$56.5K | 0.12% | 63 |
|
|
2021
Q4 | $876K | Sell |
1,845
-488
| -21% | -$232K | 0.11% | 65 |
|
|
2021
Q3 | $1M | Buy |
2,333
+506
| +28% | +$217K | 0.13% | 62 |
|
|
2021
Q2 | $782K | Buy |
1,827
+83
| +5% | +$35.5K | 0.11% | 68 |
|
|
2021
Q1 | $691K | Buy |
1,744
+187
| +12% | +$74.1K | 0.1% | 70 |
|
|
2020
Q4 | $582K | Buy |
1,557
+818
| +111% | +$306K | 0.08% | 71 |
|
|
2020
Q3 | $247K | Buy |
739
+3
| +0.4% | +$1K | 0.04% | 89 |
|
|
2020
Q2 | $236K | Buy |
+736
| New | +$236K | 0.04% | 91 |
|
|
2019
Q2 | – | Sell |
-768
| Closed | -$216K | – | 101 |
|
|
2019
Q1 | $216K | Buy |
+768
| New | +$216K | 0.04% | 92 |
|