PFA
Professional 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 | $295K | Sell |
478
-274
| -36% | -$169K | 0.07% | 96 |
|
|
2025
Q1 | $421K | Sell |
752
-56
| -7% | -$31.3K | 0.11% | 84 |
|
|
2024
Q4 | $474K | Buy |
808
+23
| +3% | +$13.5K | 0.12% | 84 |
|
|
2024
Q3 | $450K | Sell |
785
-57
| -7% | -$32.7K | 0.12% | 81 |
|
|
2024
Q2 | $458K | Buy |
842
+115
| +16% | +$62.6K | 0.13% | 77 |
|
|
2024
Q1 | $380K | Buy |
+727
| New | +$380K | 0.11% | 80 |
|
|
2023
Q4 | – | Sell |
-748
| Closed | -$320K | – | 97 |
|
|
2023
Q3 | $320K | Buy |
748
+193
| +35% | +$82.5K | 0.14% | 76 |
|
|
2023
Q2 | $246K | Buy |
+555
| New | +$246K | 0.13% | 68 |
|
|
2022
Q4 | – | Sell |
-142
| Closed | -$51K | – | 402 |
|
|
2022
Q3 | $51K | Sell |
142
-3,450
| -96% | -$1.24M | 0.03% | 142 |
|
|
2022
Q2 | $1.36M | Buy |
3,592
+3,450
| +2,430% | +$1.3M | 0.76% | 27 |
|
|
2022
Q1 | $64K | Sell |
142
-1,238
| -90% | -$558K | 0.03% | 127 |
|
|
2021
Q4 | $655K | Buy |
1,380
+345
| +33% | +$164K | 0.28% | 59 |
|
|
2021
Q3 | $444K | Buy |
1,035
+86
| +9% | +$36.9K | 0.25% | 53 |
|
|
2021
Q2 | $406K | Buy |
949
+167
| +21% | +$71.4K | 0.22% | 55 |
|
|
2021
Q1 | $310K | Sell |
782
-391
| -33% | -$155K | 0.19% | 76 |
|
|
2020
Q4 | $439K | Sell |
1,173
-7
| -0.6% | -$2.62K | 0.35% | 54 |
|
|
2020
Q3 | $385K | Buy |
+1,180
| New | +$385K | 0.36% | 55 |
|
|
2020
Q1 | – | Sell |
-11,637
| Closed | -$3.75M | – | 72 |
|
|
2019
Q4 | $3.75M | Buy |
+11,637
| New | +$3.75M | 3.55% | 8 |
|