FWTB
First Western Trust Bank’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 | $77.6M | Buy |
125,516
+3,388
| +3% | +$2.09M | 3.49% | 4 |
|
|
2025
Q1 | $68.3M | Buy |
122,128
+8,507
| +7% | +$4.76M | 3.27% | 4 |
|
|
2024
Q4 | $66.6M | Sell |
113,621
-1,614
| -1% | -$946K | 3.08% | 4 |
|
|
2024
Q3 | $66.1M | Sell |
115,235
-392
| -0.3% | -$225K | 2.97% | 4 |
|
|
2024
Q2 | $62.9M | Sell |
115,627
-1,833
| -2% | -$998K | 3% | 4 |
|
|
2024
Q1 | $61.4M | Sell |
117,460
-463
| -0.4% | -$242K | 2.8% | 4 |
|
|
2023
Q4 | $56M | Buy |
117,923
+20,688
| +21% | +$9.83M | 2.79% | 4 |
|
|
2023
Q3 | $41.6M | Sell |
97,235
-2,954
| -3% | -$1.26M | 2.24% | 5 |
|
|
2023
Q2 | $44.4M | Sell |
100,189
-1,942
| -2% | -$861K | 2.17% | 5 |
|
|
2023
Q1 | $41.8M | Buy |
102,131
+39,147
| +62% | +$16M | 2.18% | 5 |
|
|
2022
Q4 | $24.1M | Sell |
62,984
-1,312
| -2% | -$502K | 1.38% | 6 |
|
|
2022
Q3 | $23M | Buy |
64,296
+1,163
| +2% | +$415K | 1.54% | 6 |
|
|
2022
Q2 | $24M | Buy |
63,133
+13,176
| +26% | +$5.01M | 1.59% | 6 |
|
|
2022
Q1 | $22.9M | Buy |
+49,957
| New | +$22.9M | 1.18% | 7 |
|