Alpha Financial Partners’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 | $5.57M | Buy |
76,589
+4,702
| +7% | +$342K | 4.01% | 5 |
|
|
2025
Q1 | $4.73M | Hold |
71,887
| – | – | 3.79% | 5 |
|
|
2024
Q4 | $4.96M | Buy |
+71,887
| New | +$4.96M | 3.92% | 5 |
|
|
2024
Q3 | – | Sell |
-71,887
| Closed | -$4.6M | – | 147 |
|
|
2024
Q2 | $4.6M | Buy |
71,887
+249
| +0.3% | +$15.9K | 3.98% | 5 |
|
|
2024
Q1 | $4.41M | Buy |
71,638
+34,838
| +95% | +$2.14M | 4.01% | 5 |
|
|
2023
Q4 | $2.06M | Buy |
+36,800
| New | +$2.06M | 2.03% | 11 |
|