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