Stage Harbor Financial’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Stage Harbor Financial’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$468K	Hold
2025 Q1	$423K	Hold
2024 Q4	$444K	Sell
2024 Q3	$443K	Hold
2024 Q2	$416K	Buy
2024 Q1	$396K	Hold
2023 Q4	$360K	Buy