Gladstone Institutional 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
Q3
$50.3M Sell
2025
Q2
$48.3M Buy
2025
Q1
$43.6M Buy
2024
Q4
$44.1M Buy
2024
Q3
$35.7M Sell
2024
Q2
$40.8M Buy
2024
Q1
$38.3M Sell
2023
Q4
$36.3M Sell
2023
Q3
$34.8M Sell
2023
Q2
$51.1M Buy
2023
Q1
$26.1M Buy
2022
Q4
$23.6M Buy
2022
Q3
$11.4M Buy
2022
Q2
$707K Buy
2022
Q1
$699K Buy
2021
Q4
$410K Buy