Highland Financial Advisors’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
Q2 | $35.3M | Buy |
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|
2025
Q1 | $31.6M | Buy |
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|
2024
Q4 | $32M | Buy |
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|
2024
Q3 | $30.8M | Buy |
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|
2024
Q2 | $28.3M | Buy |
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|
2024
Q1 | $23.3M | Buy |
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|
2023
Q4 | $20.7M | Buy |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $17.5M | Sell |
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|
2023
Q1 | $16.6M | Buy |
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|
2022
Q4 | $15.3M | Sell |
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|
2022
Q3 | $14.4M | Sell |
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|
2022
Q2 | $16M | Buy |
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