DWM
Defined 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 | $550K | Buy |
7,570
+1,170
| +18% | +$85K | 0.34% | 62 |
|
|
2025
Q1 | $421K | Buy |
6,400
+766
| +14% | +$50.4K | 0.28% | 82 |
|
|
2024
Q4 | $388K | Sell |
5,634
-86
| -2% | -$5.93K | 0.26% | 84 |
|
|
2024
Q3 | $386K | Buy |
5,720
+222
| +4% | +$15K | 0.25% | 86 |
|
|
2024
Q2 | $352K | Buy |
5,498
+179
| +3% | +$11.5K | 0.24% | 89 |
|
|
2024
Q1 | $327K | Buy |
+5,319
| New | +$327K | 0.24% | 91 |
|