CWM
Cranbrook Wealth Management’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 | $632K | Hold |
8,696
| – | – | 0.13% | 73 |
|
|
2025
Q1 | $572K | Hold |
8,696
| – | – | 0.13% | 70 |
|
|
2024
Q4 | $600K | Sell |
8,696
-800
| -8% | -$55.2K | 0.14% | 71 |
|
|
2024
Q3 | $641K | Hold |
9,496
| – | – | 0.15% | 71 |
|
|
2024
Q2 | $608K | Hold |
9,496
| – | – | 0.15% | 64 |
|
|
2024
Q1 | $584K | Hold |
9,496
| – | – | 0.15% | 62 |
|
|
2023
Q4 | $531K | Buy |
+9,496
| New | +$531K | 0.14% | 61 |
|