AWM
Arista 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 | $16.7M | Buy |
27,080
+23,534
| +664% | +$14.5M | 2.31% | 10 |
|
|
2025
Q1 | $1.98M | Sell |
3,546
-141
| -4% | -$78.9K | 0.48% | 22 |
|
|
2024
Q4 | $2.16M | Sell |
3,687
-69
| -2% | -$40.4K | 0.52% | 21 |
|
|
2024
Q3 | $2.16M | Sell |
3,756
-225
| -6% | -$129K | 0.52% | 21 |
|
|
2024
Q2 | $2.17M | Buy |
3,981
+2,010
| +102% | +$1.09M | 0.57% | 21 |
|
|
2024
Q1 | $1.03M | Sell |
1,971
-1,992
| -50% | -$1.04M | 0.79% | 19 |
|
|
2023
Q4 | $1.88M | Hold |
3,963
| – | – | 0.69% | 16 |
|
|
2023
Q3 | $1.69M | Buy |
3,963
+1,741
| +78% | +$744K | 0.66% | 17 |
|
|
2023
Q2 | $985K | Hold |
2,222
| – | – | 0.41% | 26 |
|
|
2023
Q1 | $910K | Buy |
2,222
+81
| +4% | +$33.2K | 0.5% | 27 |
|
|
2022
Q4 | $819K | Buy |
+2,141
| New | +$819K | 0.52% | 26 |
|