AWM
SPY icon

Avitas Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Avitas Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$210K Buy
+359
New +$210K 0.03% 190
2019
Q2 		– Hold
0
– – – 178
2019
Q1 		– Hold
0
– – – 170