Shade Tree 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
$1.48M Sell
2,391
-5,846
-71% -$3.61M 1.29% 10
2025
Q1
$4.61M Buy
8,237
+5,846
+245% +$3.27M 4.57% 3
2024
Q4
$1.4M Buy
+2,391
New +$1.4M 1.41% 8