Bush Investment Group’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 | $5.14M | Sell |
70,718
-46,846
| -40% | -$3.41M | 3.45% | 5 |
|
|
2025
Q1 | $7.73M | Sell |
117,564
-5,076
| -4% | -$334K | 5.82% | 5 |
|
|
2024
Q4 | $8.45M | Sell |
122,640
-758
| -0.6% | -$52.3K | 6.6% | 5 |
|
|
2024
Q3 | $8.33M | Sell |
123,398
-10,551
| -8% | -$712K | 6.66% | 5 |
|
|
2024
Q2 | $8.57M | Sell |
133,949
-19,614
| -13% | -$1.26M | 7.36% | 5 |
|
|
2024
Q1 | $9.45M | Sell |
153,563
-33,993
| -18% | -$2.09M | 8.35% | 5 |
|
|
2023
Q4 | $10.9M | Buy |
+187,556
| New | +$10.9M | 10.07% | 4 |
|