Guardian 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	$7.38M	Buy	11,820 +238	+2%	+$149K	0.66%	52
2025 Q1	$6.2M	Sell	11,582 -12	-0.1%	-$6.43K	0.64%	51
2024 Q4	$6.83M	Buy	+11,594	New	+$6.83M	0.7%	52