Paradigm Financial Advisors, LLC / SPY
Paradigm Financial Advisors, LLC’s State Str Spdr S&P 500 Etf T Position
Does Paradigm Financial Advisors, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 16.7K shares worth $8M (+1.75% of its 13F portfolio) as of Q4 2021, up from 14.7K shares the prior filed quarter.
Position Value
$8M
Q4 2021
Shares
16.7K
% of Portfolio
+1.75%
Quarters Held
13
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 16.7K | $8M | +1.75% |
| Q3 2021 | 14.7K | $6M | +1.45% |
| Q2 2021 | 13.6K | $6M | +1.30% |
| Q1 2021 | 13.0K | $5M | +1.25% |
| Q4 2020 | 12.5K | $5M | +1.26% |
| Q3 2020 | 16.0K | $5M | +1.52% |
| Q2 2020 | 22.0K | $7M | +2.15% |
| Q1 2020 | 21.6K | $6M | +2.07% |
| Q4 2019 | 20.6K | $7M | +2.27% |
| Q3 2019 | 20.0K | $6M | +2.32% |
| Q2 2019 | 19.1K | $6M | +2.07% |
| Q1 2019 | 19.8K | $6M | +2.12% |
| Q4 2018 | 19.8K | $5M | +2.20% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Paradigm Financial Advisors, LLC’s full portfolio or all institutional holders of SPY.