Gen-Wealth Partners’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Sell |
183,870
-76,067
| -29% | -$5.53M | 5.16% | 1 |
|
|
2025
Q1 | $17.1M | Buy |
259,937
+9,208
| +4% | +$606K | 7.14% | 1 |
|
|
2024
Q4 | $17.3M | Sell |
250,729
-5,597
| -2% | -$386K | 7.43% | 1 |
|
|
2024
Q3 | $17.5M | Buy |
256,326
+2,167
| +0.9% | +$148K | 7.64% | 1 |
|
|
2024
Q2 | $16.3M | Sell |
254,159
-19,032
| -7% | -$1.22M | 7.86% | 1 |
|
|
2024
Q1 | $16.8M | Buy |
+273,191
| New | +$16.8M | 8.33% | 1 |
|