AWM
Abound Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
54,015
-1,885
| -3% | -$137K | 1.11% | 17 |
|
|
2025
Q1 | $3.68M | Buy |
55,900
+28,130
| +101% | +$1.85M | 1.23% | 15 |
|
|
2024
Q4 | $1.91M | Buy |
27,770
+3,456
| +14% | +$238K | 0.61% | 24 |
|
|
2024
Q3 | $1.64M | Buy |
24,314
+34
| +0.1% | +$2.3K | 0.55% | 25 |
|
|
2024
Q2 | $1.55M | Buy |
24,280
+3,639
| +18% | +$233K | 0.57% | 24 |
|
|
2024
Q1 | $1.27M | Sell |
20,641
-9
| -0% | -$554 | 0.48% | 26 |
|
|
2023
Q4 | $1.15M | Buy |
+20,650
| New | +$1.15M | 0.46% | 26 |
|
|
2023
Q1 | – | Sell |
-953
| Closed | -$42.9K | – | 746 |
|
|
2022
Q4 | $42.9K | Sell |
953
-910
| -49% | -$40.9K | 0.02% | 127 |
|
|
2022
Q3 | $78.3K | Buy |
+1,863
| New | +$78.3K | 0.04% | 74 |
|