IAN
Integrated Advisors Network’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 | $75.4M | Sell |
122,055
-41,564
| -25% | -$25.7M | 3.41% | 2 |
|
|
2025
Q1 | $91.5M | Buy |
163,619
+7,145
| +5% | +$4M | 4.62% | 2 |
|
|
2024
Q4 | $91.7M | Buy |
156,474
+16,933
| +12% | +$9.92M | 4.38% | 2 |
|
|
2024
Q3 | $80.1M | Buy |
139,541
+2,967
| +2% | +$1.7M | 3.79% | 2 |
|
|
2024
Q2 | $74.3M | Buy |
136,574
+982
| +0.7% | +$534K | 3.81% | 2 |
|
|
2024
Q1 | $70.9M | Buy |
135,592
+19,938
| +17% | +$10.4M | 3.6% | 2 |
|
|
2023
Q4 | $55M | Buy |
115,654
+1,405
| +1% | +$668K | 3.11% | 2 |
|
|
2023
Q3 | $48.8M | Sell |
114,249
-8,399
| -7% | -$3.59M | 2.99% | 2 |
|
|
2023
Q2 | $54.4M | Buy |
122,648
+24,118
| +24% | +$10.7M | 3.13% | 2 |
|
|
2023
Q1 | $40.3M | Buy |
98,530
+4,961
| +5% | +$2.03M | 2.42% | 4 |
|
|
2022
Q4 | $35.8M | Buy |
93,569
+2,981
| +3% | +$1.14M | 2.31% | 3 |
|
|
2022
Q3 | $32.4M | Buy |
90,588
+43,026
| +90% | +$15.4M | 2.2% | 4 |
|
|
2022
Q2 | $17.9M | Sell |
47,562
-6,209
| -12% | -$2.34M | 1.17% | 8 |
|
|
2022
Q1 | $24.3M | Buy |
53,771
+7,821
| +17% | +$3.53M | 1.42% | 10 |
|
|
2021
Q4 | $21.8M | Sell |
45,950
-2,684
| -6% | -$1.27M | 1.29% | 11 |
|
|
2021
Q3 | $20.9M | Sell |
48,634
-7,989
| -14% | -$3.43M | 1.38% | 11 |
|
|
2021
Q2 | $24.2M | Sell |
56,623
-15,007
| -21% | -$6.42M | 1.78% | 6 |
|
|
2021
Q1 | $28.4M | Buy |
71,630
+14,879
| +26% | +$5.9M | 2.59% | 1 |
|
|
2020
Q4 | $21.2M | Buy |
56,751
+3,455
| +6% | +$1.29M | 2.33% | 5 |
|
|
2020
Q3 | $17.8M | Sell |
53,296
-3,762
| -7% | -$1.26M | 2.26% | 3 |
|
|
2020
Q2 | $17.6M | Buy |
57,058
+34,610
| +154% | +$10.7M | 2.06% | 4 |
|
|
2020
Q1 | $5.79M | Sell |
22,448
-15,546
| -41% | -$4.01M | 1.13% | 16 |
|
|
2019
Q4 | $12.2M | Buy |
+37,994
| New | +$12.2M | 1.65% | 4 |
|