Claris Advisors’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
Q3 | $211K | Hold |
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|
2025
Q2 | $211K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $302K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $296K | Buy |
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