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First Personal Financial Services

SEC CIK
0001633869
Latest filing
Nov 1, 2024

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by First Personal Financial Services, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q3 2024 holdings

Shares (Q3 2024)
2,653
Value
$1.52M
% of portfolio
0.3%
Quarters held
15
Since Q1 2021
Holdings of SPY by First Personal Financial Services, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20242,653$1.52M0.3%00.0%UnchangedHolders
Q2 20242,653$1.44M0.3%+7+0.3%AddedHolders
Q1 20242,646$1.38M0.3%−799−23.2%ReducedHolders
Q4 20233,445$1.64M0.4%−75−2.1%ReducedHolders
Q3 20233,520$1.50M0.4%−225−6.0%ReducedHolders
Q2 20233,745$1.66M0.4%−40−1.1%ReducedHolders
Q1 20233,785$1.55M0.4%−343−8.3%ReducedHolders
Q4 20224,128$1.58M0.4%+283+7.4%AddedHolders
Q3 20223,845$1.37M0.4%+1,370+55.4%AddedHolders
Q2 20222,475$934.0K0.3%−400−13.9%ReducedHolders
Q1 20222,875$1.30M0.3%−25−0.9%ReducedHolders
Q4 20212,900$1.38M0.3%+1,775+157.8%AddedHolders
Q3 20211,125$483.0K0.1%00.0%UnchangedHolders
Q2 20211,125$482.0K0.1%00.0%UnchangedHolders
Q1 20211,125$446.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.