BSTWA

Blake Schutter Theil 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 Q1	–	Sell	-394	Closed	-$231K	–	116
2024 Q4	$231K	Buy	394 +6	+2%	+$3.52K	0.24%	106
2024 Q3	$223K	Buy	+388	New	+$223K	0.16%	144