AWM
Abound Wealth Management’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 | $4M | Buy |
6,468
+420
| +7% | +$260K | 1.13% | 16 |
|
|
2025
Q1 | $3.38M | Buy |
6,048
+128
| +2% | +$71.6K | 1.13% | 17 |
|
|
2024
Q4 | $3.47M | Buy |
5,920
+296
| +5% | +$173K | 1.11% | 16 |
|
|
2024
Q3 | $3.23M | Buy |
5,624
+770
| +16% | +$442K | 1.07% | 16 |
|
|
2024
Q2 | $2.64M | Buy |
4,854
+808
| +20% | +$440K | 0.97% | 16 |
|
|
2024
Q1 | $2.12M | Buy |
4,046
+21
| +0.5% | +$11K | 0.81% | 18 |
|
|
2023
Q4 | $1.91M | Buy |
4,025
+70
| +2% | +$33.3K | 0.77% | 17 |
|
|
2023
Q3 | $1.69M | Buy |
3,955
+12
| +0.3% | +$5.13K | 0.72% | 19 |
|
|
2023
Q2 | $1.75M | Buy |
3,943
+31
| +0.8% | +$13.7K | 0.73% | 19 |
|
|
2023
Q1 | $1.6M | Buy |
3,912
+154
| +4% | +$63K | 0.72% | 20 |
|
|
2022
Q4 | $1.44M | Buy |
3,758
+1,048
| +39% | +$401K | 0.7% | 21 |
|
|
2022
Q3 | $968K | Buy |
2,710
+210
| +8% | +$75K | 0.52% | 24 |
|
|
2022
Q2 | $943K | Buy |
2,500
+26
| +1% | +$9.81K | 0.53% | 26 |
|
|
2022
Q1 | $1.12M | Buy |
2,474
+824
| +50% | +$372K | 0.81% | 21 |
|
|
2021
Q4 | $784K | Buy |
+1,650
| New | +$784K | 0.62% | 21 |
|