Skip to main content
Glama

TickerInside ETF Holdings

ETF holdings changes

get_etf_holdings_changes
Read-onlyIdempotent

Use this when the user asks what a US ETF bought, sold, added or dropped, or how the weights of its holdings changed, recently or since a date. Returns, for each step from one issuer file to the next, the lines that entered and exited with their weights and the lines whose weight moved by 0.05 points or more, before and after, which includes price moves and not only trades, with the turnover measures; the latest step when no date is given. Kept for the stock ETFs read daily from their issuers' own files; another ETF comes back with the reason it has no history. A step across a change in how the files are keyed or read is marked restated and lists no trades. Not for an ETF's holdings on one date (get_etf_holdings) or its overlap over time (get_etf_holdings_history).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoThe most lines listed in each of entered, exited and moved for one step, largest first. The counts are always whole.
sinceNoOnly the steps to a file dated on or after this date, written YYYY-MM-DD, for example 2026-09-15.
tickerYesA US ETF ticker, for example VOO or SCHD. Case does not matter.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNo
stepsNoOldest first; each step's lines largest first.
sourceNo
tickerNo
coveredNo
historyNo
last_fileNo
first_fileNo
moved_threshold_ppNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changed
    • changedOutput schema / properties / steps / description
      Previous value: -"Oldest first, the lines of each step largest first."New value: +"Oldest first; each step's lines largest first."
  2. Added

TDQS

A4.8/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations only cover the read-only/idempotent safety profile, and the description adds substantial behavior beyond them: step-wise entered/exited/moved output with a 0.05-point threshold, inclusion of price moves rather than trades only, turnover measures, default to the latest step, coverage limited to stock ETFs read daily, and restated steps listing no trades. That is rich operational context an agent could not infer from structured fields.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Front-loaded with the trigger and scope, then edge cases, with no filler sentences. It is a dense single paragraph and a few clauses ('before and after, which includes price moves and not only trades, with the turnover measures') are convoluted, but every sentence carries information.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

An output schema exists, so return values need not be explained, yet the description still outlines the shape and covers the non-obvious cases (ETFs with no history, restated steps). Nothing an agent needs to call this correctly appears to be missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the baseline is 3, and the schema already documents limit and since thoroughly. The description adds one thing the schema does not: the default behavior of returning the latest step when no date is given, which clarifies how `since` is optional in practice.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a precise verb and resource: returns the lines that entered/exited an ETF's holdings and the weights that moved, step by step. It explicitly distinguishes itself from get_etf_holdings (single-date holdings) and get_etf_holdings_history (overlap over time), so an agent can route without opening either schema.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Opens with an explicit trigger ('when the user asks what a US ETF bought, sold, added or dropped... recently or since a date') and closes with named exclusions pointing at the two sibling tools. When-to-use, when-not, and alternatives are all present.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

Resources