AWA
Alaska Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Buy |
17,544
+2,661
| +18% | +$113K | 0.11% | 41 |
|
|
2025
Q1 | $607K | Buy |
14,883
+567
| +4% | +$23.1K | 0.1% | 41 |
|
|
2024
Q4 | $643K | Buy |
14,316
+633
| +5% | +$28.4K | 0.1% | 38 |
|
|
2024
Q3 | $623K | Sell |
13,683
-199
| -1% | -$9.06K | 0.09% | 40 |
|
|
2024
Q2 | $577K | Buy |
13,882
+144
| +1% | +$5.98K | 0.09% | 44 |
|
|
2024
Q1 | $591K | Buy |
13,738
+1,347
| +11% | +$58K | 0.09% | 42 |
|
|
2023
Q4 | $523K | Buy |
12,391
+1,751
| +16% | +$73.9K | 0.09% | 41 |
|
|
2023
Q3 | $393K | Sell |
10,640
-161
| -1% | -$5.94K | 0.06% | 45 |
|
|
2023
Q2 | $420K | Buy |
+10,801
| New | +$420K | 0.07% | 48 |
|