Ameritas Advisory Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
20,811
-16,999
| -45% | -$10.5M | 0.67% | 28 |
|
|
2025
Q1 | $21.7M | Sell |
37,810
-18,264
| -33% | -$10.5M | 0.88% | 20 |
|
|
2024
Q4 | $32.9M | Buy |
56,074
+19,795
| +55% | +$11.6M | 1.13% | 17 |
|
|
2024
Q3 | $20.8M | Sell |
36,279
-26,275
| -42% | -$15.1M | 0.9% | 18 |
|
|
2024
Q2 | $34M | Buy |
62,554
+2,158
| +4% | +$1.17M | 1.28% | 13 |
|
|
2024
Q1 | $30.8M | Buy |
60,396
+19,042
| +46% | +$9.72M | 1.27% | 15 |
|
|
2023
Q4 | $20.3M | Sell |
41,354
-14,670
| -26% | -$7.2M | 1.12% | 17 |
|
|
2023
Q3 | $24.1M | Buy |
56,024
+16,617
| +42% | +$7.14M | 1.2% | 18 |
|
|
2023
Q2 | $17.3M | Sell |
39,407
-12,216
| -24% | -$5.36M | 2.22% | 4 |
|
|
2023
Q1 | $21.2M | Sell |
51,623
-20,099
| -28% | -$8.24M | 1.06% | 18 |
|
|
2022
Q4 | $27.4M | Buy |
71,722
+18,493
| +35% | +$7.07M | 1.27% | 13 |
|
|
2022
Q3 | $19M | Sell |
53,229
-462
| -0.9% | -$165K | 1.14% | 17 |
|
|
2022
Q2 | $20.3M | Buy |
53,691
+2,851
| +6% | +$1.08M | 1.17% | 17 |
|
|
2022
Q1 | $23M | Sell |
50,840
-957
| -2% | -$432K | 0.84% | 29 |
|
|
2021
Q4 | $24.6M | Buy |
+51,797
| New | +$24.6M | 0.9% | 25 |
|