GG
GenWealth 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 | $12.5M | Buy |
171,512
+2,934
| +2% | +$213K | 2.51% | 14 |
|
|
2025
Q1 | $11.1M | Buy |
168,578
+3,325
| +2% | +$219K | 2.44% | 11 |
|
|
2024
Q4 | $11.4M | Sell |
165,253
-3,329
| -2% | -$230K | 2.59% | 14 |
|
|
2024
Q3 | $11.4M | Buy |
168,582
+611
| +0.4% | +$41.2K | 2.62% | 13 |
|
|
2024
Q2 | $10.8M | Buy |
167,971
+1,056
| +0.6% | +$67.6K | 2.65% | 13 |
|
|
2024
Q1 | $10.3M | Buy |
166,915
+229
| +0.1% | +$14.1K | 2.59% | 13 |
|
|
2023
Q4 | $9.32M | Sell |
166,686
-2,548
| -2% | -$142K | 2.57% | 13 |
|
|
2023
Q3 | $8.51M | Sell |
169,234
-10,070
| -6% | -$506K | 2.58% | 14 |
|
|
2023
Q2 | $9.34M | Sell |
179,304
-473
| -0.3% | -$24.6K | 2.69% | 14 |
|
|
2023
Q1 | $8.66M | Sell |
179,777
-6,923
| -4% | -$333K | 2.65% | 14 |
|
|
2022
Q4 | $8.4M | Sell |
186,700
-7,874
| -4% | -$354K | 2.75% | 14 |
|
|
2022
Q3 | $8.17M | Sell |
194,574
-14,778
| -7% | -$621K | 2.77% | 9 |
|
|
2022
Q2 | $9.28M | Sell |
209,352
-9,805
| -4% | -$435K | 2.97% | 9 |
|
|
2022
Q1 | $11.6M | Buy |
219,157
+11,843
| +6% | +$629K | 3.23% | 13 |
|
|
2021
Q4 | $11.6M | Sell |
207,314
-2,229
| -1% | -$124K | 3.13% | 13 |
|
|
2021
Q3 | $10.6M | Buy |
209,543
+1,989
| +1% | +$100K | 3.1% | 13 |
|
|
2021
Q2 | $10.4M | Sell |
207,554
-15,252
| -7% | -$768K | 3.08% | 13 |
|
|
2021
Q1 | $10.4M | Buy |
222,806
+68,439
| +44% | +$3.19M | 3.3% | 12 |
|
|
2020
Q4 | $6.79M | Sell |
154,367
-7,638
| -5% | -$336K | 2.25% | 15 |
|
|
2020
Q3 | $6.49M | Sell |
162,005
-11,818
| -7% | -$473K | 2.35% | 15 |
|
|
2020
Q2 | $6.34M | Sell |
173,823
-165
| -0.1% | -$6.02K | 2.46% | 16 |
|
|
2020
Q1 | $5.26M | Buy |
173,988
+5,888
| +4% | +$178K | 2.29% | 11 |
|
|
2019
Q4 | $6.36M | Buy |
168,100
+41,574
| +33% | +$1.57M | 2.46% | 14 |
|
|
2019
Q3 | $4.41M | Buy |
126,526
+73,658
| +139% | +$2.57M | 1.83% | 14 |
|
|
2019
Q2 | $1.84M | Buy |
+52,868
| New | +$1.84M | 0.79% | 24 |
|