AWE
Avidian Wealth Enterprises’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Buy |
547,383
+205,154
| +60% | +$8.74M | 0.95% | 21 |
|
|
2025
Q1 | $13.9M | Buy |
342,229
+10,393
| +3% | +$424K | 0.62% | 35 |
|
|
2024
Q4 | $14.9M | Buy |
+331,836
| New | +$14.9M | 0.67% | 29 |
|
|
2024
Q3 | – | Sell |
-166,133
| Closed | -$6.9M | – | 524 |
|
|
2024
Q2 | $6.9M | Buy |
166,133
+7,412
| +5% | +$308K | 0.29% | 51 |
|
|
2024
Q1 | $6.83M | Buy |
158,721
+23,030
| +17% | +$991K | 0.33% | 46 |
|
|
2023
Q4 | $5.72M | Buy |
135,691
+8,857
| +7% | +$374K | 0.35% | 56 |
|
|
2023
Q3 | $4.68M | Buy |
+126,834
| New | +$4.68M | 0.33% | 64 |
|