FTWA
Fifth Third 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 | $185M | Buy |
299,508
+2,835
| +1% | +$1.75M | 7.76% | 2 |
|
|
2025
Q1 | $166M | Buy |
296,673
+5,816
| +2% | +$3.25M | 8.6% | 2 |
|
|
2024
Q4 | $170M | Buy |
290,857
+12,193
| +4% | +$7.15M | 9.25% | 2 |
|
|
2024
Q3 | $160M | Buy |
278,664
+18,883
| +7% | +$10.8M | 9.8% | 2 |
|
|
2024
Q2 | $141M | Buy |
259,781
+78,689
| +43% | +$42.8M | 10.72% | 2 |
|
|
2024
Q1 | $94.7M | Buy |
181,092
+151,532
| +513% | +$79.3M | 14.76% | 1 |
|
|
2023
Q4 | $14.1M | Buy |
29,560
+2,867
| +11% | +$1.36M | 4.56% | 3 |
|
|
2023
Q3 | $11.4M | Buy |
26,693
+3,178
| +14% | +$1.36M | 4.61% | 2 |
|
|
2023
Q2 | $10.4M | Buy |
+23,515
| New | +$10.4M | 6.72% | 1 |
|