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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$24.4M Sell
2025
Q1
$22.2M Buy
2024
Q4
$22.8M Sell
2024
Q3
$25.9M Sell
2024
Q2
$44.5M Sell
2024
Q1
$43.6M Buy
2023
Q4
$37.8M Buy