GWA
Gratus 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 | $7.35M | Buy |
11,888
+130
| +1% | +$80.3K | 1.11% | 20 |
|
|
2025
Q1 | $6.58M | Buy |
11,758
+45
| +0.4% | +$25.2K | 1.08% | 18 |
|
|
2024
Q4 | $6.86M | Hold |
11,713
| – | – | 1.1% | 20 |
|
|
2024
Q3 | $6.65M | Hold |
11,713
| – | – | 1.09% | 20 |
|
|
2024
Q2 | $6.43M | Hold |
11,713
| – | – | 1.11% | 20 |
|
|
2024
Q1 | $5.85M | Buy |
11,713
+155
| +1% | +$77.4K | 1.07% | 20 |
|
|
2023
Q4 | $5.49M | Buy |
+11,558
| New | +$5.49M | 1.08% | 21 |
|