GAA
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Guardian Asset 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
$1.79M Buy
2,892
+513
+22% +$317K 1.03% 23
2025
Q1
$1.33M Sell
2,379
-420
-15% -$235K 0.87% 27
2024
Q4
$1.64M Buy
2,799
+98
+4% +$57.5K 1.05% 23
2024
Q3
$1.55M Sell
2,701
-2,114
-44% -$1.21M 1.05% 22
2024
Q2
$2.62M Buy
4,815
+1,151
+31% +$627K 1.93% 13
2024
Q1
$1.92M Sell
3,664
-3,528
-49% -$1.85M 1.59% 16
2023
Q4
$3.42M Buy
+7,192
New +$3.42M 3.21% 6