Cypress Financial Planning’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 | $475K | Sell |
6,529
-285
| -4% | -$20.7K | 0.15% | 48 |
|
|
2025
Q1 | $448K | Sell |
6,814
-2,274
| -25% | -$150K | 0.16% | 43 |
|
|
2024
Q4 | $627K | Sell |
9,088
-870
| -9% | -$60K | 0.23% | 36 |
|
|
2024
Q3 | $672K | Sell |
9,958
-2,479
| -20% | -$167K | 0.25% | 35 |
|
|
2024
Q2 | $796K | Buy |
12,437
+2,157
| +21% | +$138K | 0.33% | 25 |
|
|
2024
Q1 | $633K | Buy |
10,280
+711
| +7% | +$43.7K | 0.29% | 30 |
|
|
2023
Q4 | $526K | Sell |
9,569
-1,806
| -16% | -$99.3K | 0.48% | 18 |
|
|
2023
Q3 | $572K | Sell |
11,375
-2,707
| -19% | -$136K | 0.33% | 26 |
|
|
2023
Q2 | $735K | Sell |
14,082
-86
| -0.6% | -$4.49K | 0.42% | 23 |
|
|
2023
Q1 | $685K | Buy |
14,168
+657
| +5% | +$31.8K | 0.42% | 24 |
|
|
2022
Q4 | $605K | Buy |
13,511
+495
| +4% | +$22.2K | 0.4% | 26 |
|
|
2022
Q3 | $547K | Buy |
13,016
+2,125
| +20% | +$89.3K | 0.39% | 26 |
|
|
2022
Q2 | $483K | Buy |
+10,891
| New | +$483K | 0.33% | 30 |
|