BOSSRA
B.O.S.S. Retirement Advisors’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 | $20.3M | Buy |
279,164
+2,169
| +0.8% | +$158K | 5.1% | 3 |
|
|
2025
Q1 | $18.2M | Sell |
276,995
-3,339
| -1% | -$220K | 5.28% | 3 |
|
|
2024
Q4 | $19.3M | Buy |
280,334
+239,450
| +586% | +$16.5M | 5.4% | 3 |
|
|
2024
Q3 | $2.76M | Buy |
40,884
+19,066
| +87% | +$1.29M | 0.56% | 50 |
|
|
2024
Q2 | $1.4M | Buy |
+21,818
| New | +$1.4M | 0.36% | 79 |
|
|
2024
Q1 | – | Sell |
-282,547
| Closed | -$15.8M | – | 216 |
|
|
2023
Q4 | $15.8M | Sell |
282,547
-15,045
| -5% | -$841K | 3.06% | 4 |
|
|
2023
Q3 | $15M | Buy |
297,592
+3,455
| +1% | +$174K | 3.22% | 2 |
|
|
2023
Q2 | $15.3M | Sell |
294,137
-39,703
| -12% | -$2.07M | 3.26% | 2 |
|
|
2023
Q1 | $16.1M | Sell |
333,840
-50,013
| -13% | -$2.41M | 3.78% | 1 |
|
|
2022
Q4 | $17.3M | Buy |
+383,853
| New | +$17.3M | 4.42% | 1 |
|