Foundations Investment Advisors’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 | $3.4M | Sell |
46,808
-1,674
| -3% | -$122K | 0.05% | 247 |
|
|
2025
Q1 | $3.19M | Buy |
48,482
+446
| +0.9% | +$29.3K | 0.06% | 243 |
|
|
2024
Q4 | $3.31M | Sell |
48,036
-8,461
| -15% | -$583K | 0.06% | 223 |
|
|
2024
Q3 | $3.81M | Sell |
56,497
-35
| -0.1% | -$2.36K | 0.08% | 204 |
|
|
2024
Q2 | $3.62M | Buy |
56,532
+9,125
| +19% | +$584K | 0.09% | 180 |
|
|
2024
Q1 | $2.92M | Sell |
47,407
-5,983
| -11% | -$368K | 0.08% | 198 |
|
|
2023
Q4 | $3.07M | Sell |
53,390
-26,288
| -33% | -$1.51M | 0.08% | 176 |
|
|
2023
Q3 | $4M | Sell |
79,678
-8,313
| -9% | -$418K | 0.12% | 137 |
|
|
2023
Q2 | $4.59M | Buy |
87,991
+61,074
| +227% | +$3.18M | 0.15% | 95 |
|
|
2023
Q1 | $1.3M | Sell |
26,917
-4,034
| -13% | -$194K | 0.05% | 204 |
|
|
2022
Q4 | $1.39M | Buy |
+30,951
| New | +$1.39M | 0.06% | 171 |
|
|
2018
Q4 | – | Sell |
-7,683
| Closed | -$262K | – | 126 |
|
|
2018
Q3 | $262K | Sell |
7,683
-211,239
| -96% | -$7.2M | 0.06% | 84 |
|
|
2018
Q2 | $6.98M | Buy |
+218,922
| New | +$6.98M | 1.86% | 16 |
|