AWAU
Alliance Wealth Advisors (Utah)’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
33,423
+1,855
| +6% | +$97.1K | 0.42% | 70 |
|
|
2025
Q1 | $1.61M | Buy |
31,568
+1,560
| +5% | +$79.7K | 0.42% | 74 |
|
|
2024
Q4 | $1.53M | Sell |
30,008
-3,315
| -10% | -$170K | 0.4% | 78 |
|
|
2024
Q3 | $1.76M | Buy |
33,323
+1,101
| +3% | +$58.2K | 0.46% | 66 |
|
|
2024
Q2 | $1.57M | Buy |
32,222
+9,928
| +45% | +$484K | 0.46% | 63 |
|
|
2024
Q1 | $1.12M | Buy |
22,294
+1,355
| +6% | +$67.9K | 0.33% | 77 |
|
|
2023
Q4 | $976K | Buy |
20,939
+17
| +0.1% | +$793 | 0.33% | 75 |
|
|
2023
Q3 | $863K | Buy |
20,922
+1,367
| +7% | +$56.4K | 0.32% | 75 |
|
|
2023
Q2 | $845K | Buy |
19,555
+72
| +0.4% | +$3.11K | 0.31% | 80 |
|
|
2023
Q1 | $793K | Buy |
19,483
+172
| +0.9% | +$7K | 0.32% | 76 |
|
|
2022
Q4 | $751K | Buy |
+19,311
| New | +$751K | 0.34% | 76 |
|