Wealthfront Advisers’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 | $140M | Buy |
226,745
+27,076
| +14% | +$16.7M | 0.36% | 32 |
|
|
2025
Q1 | $112M | Buy |
199,669
+24,322
| +14% | +$13.6M | 0.3% | 35 |
|
|
2024
Q4 | $103M | Buy |
175,347
+37,770
| +27% | +$22.1M | 0.3% | 37 |
|
|
2024
Q3 | $78.9M | Buy |
137,577
+10,134
| +8% | +$5.81M | 0.24% | 39 |
|
|
2024
Q2 | $69.4M | Buy |
127,443
+14,361
| +13% | +$7.82M | 0.23% | 41 |
|
|
2024
Q1 | $59.1M | Buy |
113,082
+34,370
| +44% | +$18M | 0.21% | 43 |
|
|
2023
Q4 | $37.4M | Buy |
78,712
+18,407
| +31% | +$8.75M | 0.14% | 51 |
|
|
2023
Q3 | $25.8M | Buy |
60,305
+8,537
| +16% | +$3.65M | 0.11% | 60 |
|
|
2023
Q2 | $22.9M | Buy |
51,768
+13,704
| +36% | +$6.07M | 0.1% | 62 |
|
|
2023
Q1 | $15.6M | Buy |
38,064
+800
| +2% | +$328K | 0.07% | 74 |
|
|
2022
Q4 | $14.3M | Buy |
37,264
+10,784
| +41% | +$4.12M | 0.07% | 77 |
|
|
2022
Q3 | $9.46M | Buy |
26,480
+4,650
| +21% | +$1.66M | 0.05% | 99 |
|
|
2022
Q2 | $8.24M | Buy |
21,830
+1,424
| +7% | +$537K | 0.04% | 117 |
|
|
2022
Q1 | $9.22M | Buy |
20,406
+7,807
| +62% | +$3.53M | 0.04% | 112 |
|
|
2021
Q4 | $5.98M | Buy |
12,599
+2,597
| +26% | +$1.23M | 0.03% | 168 |
|
|
2021
Q3 | $4.29M | Buy |
10,002
+2,044
| +26% | +$877K | 0.02% | 183 |
|
|
2021
Q2 | $3.41M | Buy |
7,958
+5,040
| +173% | +$2.16M | 0.02% | 187 |
|
|
2021
Q1 | $1.16M | Sell |
2,918
-88
| -3% | -$34.9K | 0.01% | 361 |
|
|
2020
Q4 | $1.12M | Sell |
3,006
-152
| -5% | -$56.8K | 0.01% | 342 |
|
|
2020
Q3 | $1.06M | Buy |
3,158
+384
| +14% | +$129K | 0.01% | 317 |
|
|
2020
Q2 | $855K | Sell |
2,774
-846
| -23% | -$261K | 0.01% | 340 |
|
|
2020
Q1 | $933K | Sell |
3,620
-3,211
| -47% | -$828K | 0.01% | 307 |
|
|
2019
Q4 | $2.2M | Sell |
6,831
-139
| -2% | -$44.7K | 0.02% | 160 |
|
|
2019
Q3 | $2.07M | Sell |
6,970
-184
| -3% | -$54.6K | 0.02% | 158 |
|
|
2019
Q2 | $2.1M | Sell |
7,154
-2,652
| -27% | -$777K | 0.02% | 150 |
|
|
2019
Q1 | $2.77M | Sell |
9,806
-1,309
| -12% | -$370K | 0.03% | 111 |
|
|
2018
Q4 | $2.78M | Buy |
+11,115
| New | +$2.78M | 0.03% | 95 |
|