AIA
Allied Investment Advisors’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 | $712K | Hold |
1,152
| – | – | 0.12% | 51 |
|
|
2025
Q1 | $644K | Buy |
1,152
+218
| +23% | +$122K | 0.12% | 53 |
|
|
2024
Q4 | $547K | Buy |
934
+15
| +2% | +$8.79K | 0.11% | 51 |
|
|
2024
Q3 | $527K | Hold |
919
| – | – | 0.1% | 50 |
|
|
2024
Q2 | $500K | Buy |
919
+367
| +66% | +$200K | 0.12% | 49 |
|
|
2024
Q1 | $288K | Sell |
552
-419
| -43% | -$219K | 0.07% | 54 |
|
|
2023
Q4 | $462K | Buy |
+971
| New | +$462K | 0.13% | 47 |
|