SWTS
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Stonehaven Wealth & Tax Solutions’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.4M Buy
2,259
+6
+0.3% +$3.71K 1.36% 19
2025
Q1 		$1.26M Buy
2,253
+592
+36% +$331K 1.33% 21
2024
Q4 		$973K Buy
+1,661
New +$973K 1.06% 31