Beta Wealth Group’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $8.82M | Sell |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $10.4M | Buy |
|
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|
2024
Q1 | $9.65M | Sell |
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|
2023
Q4 | $9.11M | Buy |
|
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|
2023
Q3 | $7.96M | Sell |
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|
2023
Q2 | $8.31M | Sell |
|
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|
2023
Q1 | $7.92M | Sell |
|
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|
2022
Q4 | $7.78M | Sell |
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|
2022
Q3 | $7.45M | Buy |
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|
2022
Q2 | $7.6M | Sell |
|
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|
2022
Q1 | $9.51M | Buy |
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|
2021
Q4 | $8.64M | Hold |
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|
2021
Q3 | $8.64M | Sell |
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|
2021
Q2 | $8.72M | Buy |
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|
2021
Q1 | $8.04M | Buy |
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|
2020
Q4 | $7.51M | Buy |
|