BlueStem Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$381K	Buy	616 +24	+4%	+$14.8K	0.05%	77
2025 Q1	$331K	Buy	592 +2	+0.3%	+$1.12K	0.05%	78
2024 Q4	$346K	Buy	+590	New	+$346K	0.05%	69