Golden State Equity 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 | $1.25M | Sell |
17,143
-111,113
| -87% | -$8.08M | 0.23% | 102 |
|
|
2025
Q1 | $8.43M | Sell |
128,256
-20,199
| -14% | -$1.33M | 1.67% | 6 |
|
|
2024
Q4 | $10.2M | Buy |
148,455
+148,205
| +59,282% | +$10.2M | 1.96% | 5 |
|
|
2024
Q3 | $16.9K | Sell |
250
-125,497
| -100% | -$8.47M | 0.01% | 526 |
|
|
2024
Q2 | $8.05M | Buy |
+125,747
| New | +$8.05M | 1.68% | 7 |
|
|
2023
Q4 | $5.26M | Buy |
94,011
+56,940
| +154% | +$3.18M | 1.28% | 13 |
|
|
2023
Q3 | $1.86M | Buy |
37,071
+7,964
| +27% | +$400K | 0.52% | 46 |
|
|
2023
Q2 | $1.52M | Buy |
+29,107
| New | +$1.52M | 0.43% | 52 |
|