CPA
Clear Point Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
16,877
+18
| +0.1% | +$1.31K | 1.03% | 24 |
|
|
2025
Q1 | $1.11M | Buy |
16,859
+20
| +0.1% | +$1.32K | 1% | 26 |
|
|
2024
Q4 | $1.16M | Sell |
16,839
-5
| -0% | -$345 | 0.99% | 26 |
|
|
2024
Q3 | $1.14M | Buy |
16,844
+2
| +0% | +$135 | 0.88% | 26 |
|
|
2024
Q2 | $1.08M | Sell |
16,842
-5
| -0% | -$320 | 0.89% | 26 |
|
|
2024
Q1 | $1.04M | Buy |
16,847
+2
| +0% | +$123 | 0.85% | 32 |
|
|
2023
Q4 | $942K | Buy |
+16,845
| New | +$942K | 0.83% | 31 |
|