EFG
Embree Financial Group’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 | $1.01M | Buy |
13,835
+58
| +0.4% | +$4.22K | 0.15% | 98 |
|
|
2025
Q1 | $906K | Buy |
13,777
+99
| +0.7% | +$6.51K | 0.15% | 96 |
|
|
2024
Q4 | $943K | Buy |
13,678
+203
| +2% | +$14K | 0.16% | 84 |
|
|
2024
Q3 | $910K | Buy |
13,475
+43
| +0.3% | +$2.9K | 0.16% | 83 |
|
|
2024
Q2 | $860K | Sell |
13,432
-3,391
| -20% | -$217K | 0.17% | 81 |
|
|
2024
Q1 | $1.04M | Sell |
16,823
-10,253
| -38% | -$631K | 0.2% | 79 |
|
|
2023
Q4 | $1.51M | Buy |
+27,076
| New | +$1.51M | 0.32% | 66 |
|