AWM
Ariadne Wealth Management’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 | $773K | Sell |
1,198
-1,267
| -51% | -$817K | 0.37% | 59 |
|
|
2025
Q1 | $1.39M | Hold |
2,465
| – | – | 0.73% | 35 |
|
|
2024
Q4 | $1.49M | Buy |
2,465
+245
| +11% | +$148K | 0.68% | 33 |
|
|
2024
Q3 | $1.32M | Buy |
2,220
+1,391
| +168% | +$829K | 0.72% | 33 |
|
|
2024
Q2 | $453K | Buy |
+829
| New | +$453K | 0.35% | 66 |
|