AWM
Austin 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 | $664K | Hold |
1,050
| – | – | 0.12% | 77 |
|
|
2025
Q1 | $574K | Sell |
1,050
-1,331
| -56% | -$728K | 0.12% | 73 |
|
|
2024
Q4 | $1.42M | Buy |
2,381
+34
| +1% | +$20.3K | 0.3% | 50 |
|
|
2024
Q3 | $1.33M | Sell |
2,347
-144
| -6% | -$81.8K | 0.29% | 47 |
|
|
2024
Q2 | $1.39M | Buy |
2,491
+676
| +37% | +$376K | 0.32% | 46 |
|
|
2024
Q1 | $962K | Buy |
+1,815
| New | +$962K | 0.24% | 55 |
|