DWAM
Duncan Williams Asset 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 | $3.17M | Buy |
5,129
+45
| +0.9% | +$27.8K | 1% | 20 |
|
|
2025
Q1 | $2.84M | Buy |
5,084
+728
| +17% | +$407K | 1.03% | 20 |
|
|
2024
Q4 | $2.55M | Buy |
4,356
+1,997
| +85% | +$1.17M | 1.01% | 20 |
|
|
2024
Q3 | $1.35M | Buy |
2,359
+351
| +17% | +$201K | 0.75% | 23 |
|
|
2024
Q2 | $1.09M | Sell |
2,008
-5
| -0.2% | -$2.72K | 0.92% | 17 |
|
|
2024
Q1 | $1.05M | Buy |
+2,013
| New | +$1.05M | 0.95% | 17 |
|