AWA
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AGH Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

AGH Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.7M Buy
17,320
+7,399
+75% +$4.57M 8.82% 1
2025
Q1 		$5.56M Sell
9,921
-5,136
-34% -$2.88M 5.36% 3
2024
Q4 		$8.83M Buy
+15,057
New +$8.83M 8.18% 1