Tandem Financial’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
$9.26M Buy
14,950
+6,785
+83% +$4.2M 8.64% 2
2025
Q1
$4.58M Buy
8,165
+74
+0.9% +$41.5K 4.95% 7
2024
Q4
$4.76M Buy
+8,091
New +$4.76M 5.04% 7