HSWS
Higgins & Schmidt Wealth Strategies’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 | $353K | Sell |
4,853
-125,031
| -96% | -$9.09M | 0.2% | 40 |
|
|
2025
Q1 | $8.54M | Buy |
129,884
+105,229
| +427% | +$6.92M | 5.04% | 5 |
|
|
2024
Q4 | $1.7M | Sell |
24,655
-4,013
| -14% | -$277K | 1.06% | 17 |
|
|
2024
Q3 | $1.94M | Buy |
+28,668
| New | +$1.94M | 1.25% | 14 |
|
|
2024
Q1 | – | Sell |
-3,785
| Closed | -$212K | – | 46 |
|
|
2023
Q4 | $212K | Buy |
+3,785
| New | +$212K | 0.17% | 42 |
|