ARA
Alexander Randolph Advisory’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 | $560K | Buy |
907
+270
| +42% | +$167K | 0.5% | 33 |
|
2025
Q1 | $356K | Buy |
637
+38
| +6% | +$21.3K | 0.35% | 38 |
|
2024
Q4 | $351K | Sell |
599
-16
| -3% | -$9.38K | 0.33% | 40 |
|
2024
Q3 | $353K | Hold |
615
| – | – | 0.31% | 40 |
|
2024
Q2 | $335K | Sell |
615
-7
| -1% | -$3.81K | 0.31% | 41 |
|
2024
Q1 | $325K | Hold |
622
| – | – | 0.29% | 41 |
|
2023
Q4 | $296K | Buy |
+622
| New | +$296K | 0.27% | 43 |
|