Uptown Financial Advisors’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	$2.23M	Sell	3,608 -147	-4%	-$90.8K	1.91%	15
2025 Q1	$2.1M	Buy	3,755 +211	+6%	+$118K	2.14%	14
2024 Q4	$2.08M	Buy	+3,544	New	+$2.08M	2.24%	14