FWM
Fonville 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 | $4.38M | Buy |
60,279
+7,825
| +15% | +$569K | 1.11% | 28 |
|
|
2025
Q1 | $3.44M | Buy |
52,454
+2,519
| +5% | +$165K | 1.01% | 28 |
|
|
2024
Q4 | $3.44M | Buy |
49,935
+1,737
| +4% | +$120K | 1.14% | 29 |
|
|
2024
Q3 | $3.25M | Sell |
48,198
-1,002
| -2% | -$67.6K | 1.12% | 30 |
|
|
2024
Q2 | $3.15M | Sell |
49,200
-2,052
| -4% | -$131K | 1.25% | 30 |
|
|
2024
Q1 | $3.15M | Buy |
51,252
+3,776
| +8% | +$232K | 1.4% | 27 |
|
|
2023
Q4 | $2.65M | Buy |
+47,476
| New | +$2.65M | 1.41% | 26 |
|