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Simply Money Advisors: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simply Money Advisors on SPY, newest first. How the timeline and the estimate are built.

Simply Money Advisors held 128,880 SPY shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 128,880 shares
    Change vs previous 13F -19,097 shares

    4.77% of the 13F portfolio, value $33,915,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-12-31
    13F 147,977 shares
    Change vs previous 13F -16,447 shares

    5.1% of the 13F portfolio, value $39,489,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-09-30
    13F 164,424 shares
    Change vs previous 13F -2,343 shares

    5.47% of the 13F portfolio, value $41,308,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-06-30
    13F 166,767 shares
    Change vs previous 13F -1,692 shares

    5.5% of the 13F portfolio, value $40,324,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-03-31
    13F 168,459 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $39,713,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).