JSA
Jacobson & Schmitt 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 | $247K | Buy |
+400
| New | +$247K | 0.04% | 65 |
|
|
2025
Q1 | – | Sell |
-400
| Closed | -$234K | – | 78 |
|
|
2024
Q4 | $234K | Hold |
400
| – | – | 0.05% | 73 |
|
|
2024
Q3 | $230K | Hold |
400
| – | – | 0.05% | 72 |
|
|
2024
Q2 | $218K | Buy |
+400
| New | +$218K | 0.05% | 67 |
|
|
2017
Q2 | – | Sell |
-1,265
| Closed | -$298K | – | 47 |
|
|
2017
Q1 | $298K | Buy |
+1,265
| New | +$298K | 0.21% | 40 |
|