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Delap Wealth Advisory’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Delap Wealth Advisory’s Portfolio SPLG Stock Details SPLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,451
Closed -$307K – 83
2024
Q4 		$307K Buy
+4,451
New +$307K 0.18% 56