AWA
Alta Wealth Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
231,724
+14,483
| +7% | +$788K | 5.95% | 3 |
|
|
2025
Q1 | $11.1M | Buy |
217,241
+5,527
| +3% | +$283K | 5.1% | 3 |
|
|
2024
Q4 | $11.6M | Buy |
211,714
+9,843
| +5% | +$538K | 5.07% | 3 |
|
|
2024
Q3 | $11M | Buy |
201,871
+15,284
| +8% | +$836K | 5.05% | 3 |
|
|
2024
Q2 | $9.57M | Sell |
186,587
-1,272
| -0.7% | -$65.3K | 4.78% | 3 |
|
|
2024
Q1 | $10M | Buy |
187,859
+6,498
| +4% | +$347K | 5.09% | 3 |
|
|
2023
Q4 | $8.84M | Buy |
181,361
+101,794
| +128% | +$4.96M | 4.93% | 3 |
|
|
2023
Q3 | $3.48M | Buy |
79,567
+31,296
| +65% | +$1.37M | 2.13% | 10 |
|
|
2023
Q2 | $2.22M | Buy |
48,271
+2,228
| +5% | +$102K | 1.3% | 19 |
|
|
2023
Q1 | $2.02M | Buy |
46,043
+3,629
| +9% | +$159K | 1.28% | 17 |
|
|
2022
Q4 | $1.8M | Buy |
42,414
+6,191
| +17% | +$263K | 1.22% | 20 |
|
|
2022
Q3 | $1.4M | Buy |
36,223
+3,794
| +12% | +$146K | 1% | 25 |
|
|
2022
Q2 | $1.29M | Buy |
32,429
+6,406
| +25% | +$254K | 0.89% | 29 |
|
|
2022
Q1 | $1.23M | Buy |
26,023
+7,136
| +38% | +$336K | 0.73% | 37 |
|
|
2021
Q4 | $939K | Buy |
+18,887
| New | +$939K | 0.58% | 53 |
|