EWA
Etesian Wealth Advisors’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 | $8.52M | Buy |
13,794
+351
| +3% | +$217K | 3.18% | 7 |
|
|
2025
Q1 | $7.52M | Buy |
13,443
+93
| +0.7% | +$52K | 3.24% | 6 |
|
|
2024
Q4 | $7.82M | Buy |
13,350
+91
| +0.7% | +$53.3K | 3.46% | 6 |
|
|
2024
Q3 | $7.61M | Buy |
13,259
+1,882
| +17% | +$1.08M | 3.44% | 6 |
|
|
2024
Q2 | $6.19M | Buy |
11,377
+326
| +3% | +$177K | 3.48% | 6 |
|
|
2024
Q1 | $5.78M | Sell |
11,051
-88
| -0.8% | -$46K | 3.32% | 5 |
|
|
2023
Q4 | $5.31M | Buy |
11,139
+8
| +0.1% | +$3.81K | 3.19% | 5 |
|
|
2023
Q3 | $4.76M | Sell |
11,131
-91
| -0.8% | -$38.9K | 3.2% | 5 |
|
|
2023
Q2 | $4.97M | Sell |
11,222
-458
| -4% | -$203K | 3.25% | 4 |
|
|
2023
Q1 | $4.78M | Sell |
11,680
-85
| -0.7% | -$34.8K | 3.18% | 5 |
|
|
2022
Q4 | $4.5M | Buy |
+11,765
| New | +$4.5M | 3.28% | 3 |
|