AWAU
Alliance Wealth Advisors (Utah)’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 | $870K | Buy |
20,422
+1,708
| +9% | +$72.8K | 0.21% | 113 |
|
|
2025
Q1 | $763K | Buy |
18,714
+872
| +5% | +$35.5K | 0.2% | 113 |
|
|
2024
Q4 | $801K | Buy |
17,842
+5,600
| +46% | +$252K | 0.21% | 119 |
|
|
2024
Q3 | $557K | Buy |
12,242
+257
| +2% | +$11.7K | 0.15% | 141 |
|
|
2024
Q2 | $498K | Buy |
11,985
+2,141
| +22% | +$88.9K | 0.15% | 138 |
|
|
2024
Q1 | $424K | Buy |
9,844
+320
| +3% | +$13.8K | 0.13% | 160 |
|
|
2023
Q4 | $402K | Buy |
9,524
+1,306
| +16% | +$55.1K | 0.13% | 162 |
|
|
2023
Q3 | $303K | Buy |
8,218
+1,188
| +17% | +$43.8K | 0.11% | 176 |
|
|
2023
Q2 | $273K | Buy |
7,030
+885
| +14% | +$34.4K | 0.1% | 187 |
|
|
2023
Q1 | $232K | Sell |
6,145
-82
| -1% | -$3.1K | 0.09% | 205 |
|
|
2022
Q4 | $230K | Buy |
+6,227
| New | +$230K | 0.1% | 199 |
|