4Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Buy
8,754
+1,404
+19% +$102K 0.65% 51
2025
Q1
$483K Sell
7,350
-1,303
-15% -$85.7K 0.53% 64
2024
Q4
$597K Buy
+8,653
New +$597K 0.6% 51