AWA
Aaron Wealth Advisors’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 | $15.3M | Sell |
24,734
-85
| -0.3% | -$52.5K | 1.56% | 15 |
|
|
2025
Q1 | $13.9M | Sell |
24,819
-2,248
| -8% | -$1.26M | 1.59% | 14 |
|
|
2024
Q4 | $15.9M | Buy |
27,067
+3,477
| +15% | +$2.04M | 1.84% | 11 |
|
|
2024
Q3 | $13.5M | Sell |
23,590
-566
| -2% | -$325K | 1.61% | 13 |
|
|
2024
Q2 | $13.1M | Buy |
24,156
+145
| +0.6% | +$78.9K | 1.82% | 11 |
|
|
2024
Q1 | $12.6M | Hold |
24,011
| – | – | 1.8% | 12 |
|
|
2023
Q4 | $11.4M | Hold |
24,011
| – | – | 1.89% | 13 |
|
|
2023
Q3 | $10.3M | Sell |
24,011
-404
| -2% | -$173K | 1.32% | 14 |
|
|
2023
Q2 | $10.8M | Sell |
24,415
-564
| -2% | -$250K | 1.41% | 13 |
|
|
2023
Q1 | $10.2M | Buy |
24,979
+638
| +3% | +$261K | 1.41% | 13 |
|
|
2022
Q4 | $9.31M | Buy |
24,341
+7,244
| +42% | +$2.77M | 1.36% | 11 |
|
|
2022
Q3 | $6.11M | Sell |
17,097
-774
| -4% | -$276K | 1.13% | 18 |
|
|
2022
Q2 | $6.74M | Sell |
17,871
-6,287,023
| -100% | -$2.37B | 1.69% | 14 |
|
|
2022
Q1 | $14M | Buy |
6,304,894
+6,292,026
| +48,897% | +$13.9M | 0.19% | 56 |
|
|
2021
Q4 | $6.11M | Sell |
12,868
-1,140
| -8% | -$541K | 1.71% | 14 |
|
|
2021
Q3 | $6.01M | Buy |
14,008
+10,454
| +294% | +$4.49M | 1.7% | 14 |
|
|
2021
Q2 | $1.52M | Hold |
3,554
| – | – | 0.5% | 33 |
|
|
2021
Q1 | $1.41M | Sell |
3,554
-21,430
| -86% | -$8.49M | 0.52% | 35 |
|
|
2020
Q4 | $9.34M | Buy |
+24,984
| New | +$9.34M | 3.42% | 9 |
|