FWA
FSM 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 | $3.91M | Buy |
6,295
+2,349
| +60% | +$1.46M | 0.64% | 33 |
|
|
2025
Q1 | $2.21M | Buy |
3,946
+791
| +25% | +$442K | 0.5% | 35 |
|
|
2024
Q4 | $1.87M | Buy |
3,155
+761
| +32% | +$450K | 0.46% | 39 |
|
|
2024
Q3 | $1.37M | Buy |
2,394
+39
| +2% | +$22.4K | 0.36% | 45 |
|
|
2024
Q2 | $1.28M | Buy |
2,355
+4
| +0.2% | +$2.18K | 0.43% | 44 |
|
|
2024
Q1 | $1.23M | Buy |
2,351
+10
| +0.4% | +$5.23K | 0.44% | 44 |
|
|
2023
Q4 | $1.11M | Sell |
2,341
-385
| -14% | -$183K | 0.47% | 44 |
|
|
2023
Q3 | $1.17M | Buy |
2,726
+10
| +0.4% | +$4.27K | 0.59% | 40 |
|
|
2023
Q2 | $1.2M | Sell |
2,716
-990
| -27% | -$438K | 0.6% | 40 |
|
|
2023
Q1 | $1.52M | Buy |
3,706
+2,491
| +205% | +$1.02M | 0.88% | 31 |
|
|
2022
Q4 | $465K | Buy |
1,215
+66
| +6% | +$25.2K | 0.33% | 77 |
|
|
2022
Q3 | $410K | Buy |
1,149
+24
| +2% | +$8.56K | 0.34% | 75 |
|
|
2022
Q2 | $465K | Buy |
+1,125
| New | +$465K | 0.46% | 59 |
|