GSWM
Greenup Street Wealth Management’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 | $200K | Buy |
+2,758
| New | +$200K | 0.03% | 103 |
|
|
2025
Q1 | – | Sell |
-4,782
| Closed | -$330K | – | 112 |
|
|
2024
Q4 | $330K | Buy |
4,782
+1,814
| +61% | +$125K | 0.07% | 77 |
|
|
2024
Q3 | $200K | Buy |
+2,968
| New | +$200K | 0.04% | 84 |
|
|
2024
Q1 | – | Sell |
-3,824
| Closed | -$214K | – | 92 |
|
|
2023
Q4 | $214K | Sell |
3,824
-7,802
| -67% | -$436K | 0.06% | 80 |
|
|
2023
Q3 | $584K | Buy |
+11,626
| New | +$584K | 0.19% | 60 |
|