Certified Advisory Corp’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 | $295K | Buy |
4,063
+1
| +0% | +$73 | 0.03% | 255 |
|
2025
Q1 | $267K | Sell |
4,062
-267
| -6% | -$17.6K | 0.03% | 253 |
|
2024
Q4 | $298K | Buy |
4,329
+1,012
| +31% | +$69.8K | 0.03% | 246 |
|
2024
Q3 | $224K | Sell |
3,317
-148
| -4% | -$9.99K | 0.02% | 277 |
|
2024
Q2 | $222K | Buy |
+3,465
| New | +$222K | 0.03% | 266 |
|
2021
Q2 | – | Sell |
-768
| Closed | -$36K | – | 655 |
|
2021
Q1 | $36K | Buy |
+768
| New | +$36K | 0.01% | 397 |
|
2020
Q2 | $245K | Buy |
6,770
+5,291
| +358% | +$191K | 0.08% | 167 |
|
2020
Q1 | $45K | Buy |
1,479
+780
| +112% | +$23.7K | 0.02% | 295 |
|
2019
Q4 | $26K | Sell |
699
-691
| -50% | -$25.7K | 0.01% | 427 |
|
2019
Q3 | $48K | Buy |
1,390
+565
| +68% | +$19.5K | 0.02% | 328 |
|
2019
Q2 | $28K | Buy |
+825
| New | +$28K | 0.01% | 421 |
|