Values First Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-278
Closed -$163K 226
2024
Q4
$163K Buy
278
+134
+93% +$78.9K 0.09% 175
2024
Q3
$82.6K Buy
+144
New +$79.6K 0.04% 200

Other funds holding SPY

Values First Advisors's SPY Position: Q1 2025 in Review

Values First Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 278 shares — an estimated $163K sold.

Values First Advisors first reported a position in SPY in Q3 2024 and held it in 2 quarters. The position peaked at $163K in Q4 2024. 4,171 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

  • Values First Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
  • Values First Advisors sold 278 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $163K.
  • Values First Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and held it in 2 quarters.
  • Values First Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $163K in Q4 2024.
  • 4,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.