Concorde Asset Management’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
Q1 | – | Sell |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $334K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $739K | Buy |
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|
2019
Q4 | $771K | Sell |
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|
2019
Q3 | $768K | Sell |
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|
2019
Q2 | $1.41M | Sell |
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|
2019
Q1 | $1.65M | Buy |
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|
2018
Q4 | $1.19M | Buy |
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|
2018
Q3 | $861K | Buy |
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|
2018
Q2 | $367K | Hold |
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|
2018
Q1 | $353K | Buy |
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