EA
Efficient 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
Q1 | – | Sell |
-479
| Closed | -$281K | – | 65 |
|
|
2024
Q4 | $281K | Buy |
+479
| New | +$281K | 0.02% | 63 |
|
|
2017
Q3 | – | Sell |
-12,291
| Closed | -$2.97M | – | 49 |
|
|
2017
Q2 | $2.97M | Sell |
12,291
-340
| -3% | -$82.2K | 0.44% | 28 |
|
|
2017
Q1 | $2.98M | Buy |
12,631
+74
| +0.6% | +$17.4K | 0.42% | 29 |
|
|
2016
Q4 | $2.81M | Buy |
12,557
+64
| +0.5% | +$14.3K | 0.4% | 29 |
|
|
2016
Q3 | $2.7M | Buy |
12,493
+62
| +0.5% | +$13.4K | 0.4% | 30 |
|
|
2016
Q2 | $2.6M | Buy |
12,431
+53
| +0.4% | +$11.1K | 0.41% | 34 |
|
|
2016
Q1 | $2.54M | Buy |
+12,378
| New | +$2.54M | 0.46% | 25 |
|