IFA
Interactive 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 | $642K | Sell |
1,038
-12
| -1% | -$7.42K | 0.31% | 50 |
|
|
2025
Q1 | $588K | Sell |
1,050
-23
| -2% | -$12.9K | 0.31% | 51 |
|
|
2024
Q4 | $629K | Sell |
1,073
-43
| -4% | -$25.2K | 0.33% | 52 |
|
|
2024
Q3 | $640K | Sell |
1,116
-82
| -7% | -$47.1K | 0.33% | 51 |
|
|
2024
Q2 | $652K | Sell |
1,198
-62
| -5% | -$33.8K | 0.36% | 48 |
|
|
2024
Q1 | $660K | Sell |
1,260
-6,532
| -84% | -$3.42M | 0.36% | 48 |
|
|
2023
Q4 | $696K | Buy |
7,792
+6,695
| +610% | +$598K | 0.37% | 40 |
|
|
2023
Q3 | $469K | Buy |
1,097
+12
| +1% | +$5.13K | 0.32% | 49 |
|
|
2023
Q2 | $481K | Sell |
1,085
-139
| -11% | -$61.6K | 0.33% | 56 |
|
|
2023
Q1 | $501K | Buy |
1,224
+29
| +2% | +$11.9K | 0.32% | 51 |
|
|
2022
Q4 | $457K | Buy |
1,195
+147
| +14% | +$56.2K | 0.27% | 60 |
|
|
2022
Q3 | $374K | Sell |
1,048
-639
| -38% | -$228K | 0.22% | 64 |
|
|
2022
Q2 | $730K | Sell |
1,687
-6,274
| -79% | -$2.71M | 0.37% | 38 |
|
|
2022
Q1 | $1.65M | Sell |
7,961
-18,752
| -70% | -$3.89M | 0.77% | 31 |
|
|
2021
Q4 | $12.7M | Buy |
26,713
+1,260
| +5% | +$598K | 4.84% | 5 |
|
|
2021
Q3 | $10.9M | Buy |
25,453
+24,324
| +2,154% | +$10.4M | 4.77% | 5 |
|
|
2021
Q2 | $483K | Sell |
1,129
-309
| -21% | -$132K | 0.2% | 56 |
|
|
2021
Q1 | $570K | Sell |
1,438
-16,304
| -92% | -$6.46M | 0.24% | 51 |
|
|
2020
Q4 | $6.63M | Buy |
17,742
+3,185
| +22% | +$1.19M | 3.02% | 10 |
|
|
2020
Q3 | $4.88M | Sell |
14,557
-15,583
| -52% | -$5.22M | 2.42% | 14 |
|
|
2020
Q2 | $9.29M | Buy |
30,140
+9,600
| +47% | +$2.96M | 4.58% | 8 |
|
|
2020
Q1 | $5.29M | Sell |
20,540
-25,910
| -56% | -$6.68M | 4.67% | 9 |
|
|
2019
Q4 | $15M | Buy |
46,450
+4,905
| +12% | +$1.58M | 6.74% | 5 |
|
|
2019
Q3 | $12.3M | Buy |
41,545
+40,560
| +4,118% | +$12M | 5.67% | 5 |
|
|
2019
Q2 | $289K | Sell |
985
-15,751
| -94% | -$4.62M | 0.13% | 64 |
|
|
2019
Q1 | $4.73M | Sell |
16,736
-21,612
| -56% | -$6.11M | 2.28% | 16 |
|
|
2018
Q4 | $9.58M | Buy |
38,348
+36,975
| +2,693% | +$9.24M | 4.97% | 6 |
|
|
2018
Q3 | $399K | Buy |
1,373
+224
| +19% | +$65.1K | 0.19% | 51 |
|
|
2018
Q2 | $312K | Sell |
1,149
-27,482
| -96% | -$7.46M | 0.15% | 58 |
|
|
2018
Q1 | $7.53M | Buy |
28,631
+25,237
| +744% | +$6.64M | 3.6% | 10 |
|
|
2017
Q4 | $906K | Buy |
3,394
+247
| +8% | +$65.9K | 0.4% | 33 |
|
|
2017
Q3 | $791K | Sell |
3,147
-10
| -0.3% | -$2.51K | 0.36% | 36 |
|
|
2017
Q2 | $763K | Sell |
3,157
-92
| -3% | -$22.2K | 0.36% | 39 |
|
|
2017
Q1 | $766K | Sell |
3,249
-441
| -12% | -$104K | 0.37% | 37 |
|
|
2016
Q4 | $825K | Sell |
3,690
-733
| -17% | -$164K | 0.42% | 37 |
|
|
2016
Q3 | $957K | Sell |
4,423
-18
| -0.4% | -$3.9K | 0.48% | 35 |
|
|
2016
Q2 | $930K | Sell |
4,441
-213
| -5% | -$44.6K | 0.49% | 35 |
|
|
2016
Q1 | $956K | Sell |
4,654
-115
| -2% | -$23.6K | 0.59% | 33 |
|
|
2015
Q4 | $972K | Sell |
4,769
-299
| -6% | -$60.9K | 0.56% | 29 |
|
|
2015
Q3 | $971K | Sell |
5,068
-365
| -7% | -$69.9K | 0.55% | 29 |
|
|
2015
Q2 | $1.12M | Sell |
5,433
-268
| -5% | -$55.1K | 0.6% | 31 |
|
|
2015
Q1 | $1.18M | Sell |
5,701
-467
| -8% | -$96.4K | 0.63% | 31 |
|
|
2014
Q4 | $1.27M | Sell |
6,168
-260
| -4% | -$53.5K | 0.7% | 29 |
|
|
2014
Q3 | $1.27M | Sell |
6,428
-28
| -0.4% | -$5.52K | 0.72% | 29 |
|
|
2014
Q2 | $1.26M | Buy |
6,456
+3,619
| +128% | +$709K | 0.71% | 30 |
|
|
2014
Q1 | $531K | Buy |
+2,837
| New | +$531K | 0.31% | 34 |
|