Heritage Family Offices’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	$1.79M	Hold	27,366	–	–	0.9%	27
2025 Q1	$1.8M	Sell	27,366 -8,616	-24%	-$567K	0.92%	27
2024 Q4	$2.48M	Buy	35,982 +2,415	+7%	+$166K	1.24%	14
2024 Q3	$2.27M	Sell	33,567 -1,843	-5%	-$124K	1.17%	14
2024 Q2	$2.27M	Buy	+35,410	New	+$2.27M	1.26%	15