Arkadios Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
36,874
+181
| +0.5% | +$13.2K | 0.08% | 269 |
|
|
2025
Q1 | $2.41M | Buy |
36,693
+1,717
| +5% | +$113K | 0.09% | 244 |
|
|
2024
Q4 | $2.41M | Sell |
34,976
-561
| -2% | -$38.7K | 0.13% | 148 |
|
|
2024
Q3 | $2.4M | Buy |
35,537
+8,395
| +31% | +$567K | 0.14% | 155 |
|
|
2024
Q2 | $1.74M | Sell |
27,142
-117
| -0.4% | -$7.49K | 0.12% | 183 |
|
|
2024
Q1 | $1.68M | Buy |
27,259
+918
| +3% | +$56.5K | 0.13% | 167 |
|
|
2023
Q4 | $1.47M | Buy |
26,341
+2,637
| +11% | +$147K | 0.12% | 171 |
|
|
2023
Q3 | $1.19M | Buy |
23,704
+8,192
| +53% | +$412K | 0.11% | 184 |
|
|
2023
Q2 | $808K | Buy |
15,512
+1,191
| +8% | +$62.1K | 0.09% | 219 |
|
|
2023
Q1 | $690K | Buy |
14,321
+4,495
| +46% | +$216K | 0.08% | 243 |
|
|
2022
Q4 | $442K | Buy |
9,826
+56
| +0.6% | +$2.52K | 0.06% | 309 |
|
|
2022
Q3 | $410K | Hold |
9,770
| – | – | 0.06% | 306 |
|
|
2022
Q2 | $433K | Sell |
9,770
-1,990
| -17% | -$88.2K | 0.06% | 311 |
|
|
2022
Q1 | $625K | Buy |
11,760
+307
| +3% | +$16.3K | 0.08% | 261 |
|
|
2021
Q4 | $639K | Buy |
+11,453
| New | +$639K | 0.08% | 275 |
|