GAA
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 |
|