IAA
Independent Advisor Alliance’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 | $13.4M | Buy |
184,594
+65,226
| +55% | +$4.74M | 0.39% | 41 |
|
|
2025
Q1 | $7.85M | Sell |
119,368
-2,947,578
| -96% | -$194M | 0.26% | 69 |
|
|
2024
Q4 | $211M | Buy |
3,066,946
+2,922,219
| +2,019% | +$201M | 2.8% | 3 |
|
|
2024
Q3 | $9.77M | Buy |
144,727
+31,260
| +28% | +$2.11M | 0.36% | 49 |
|
|
2024
Q2 | $7.26M | Buy |
+113,467
| New | +$7.26M | 0.25% | 75 |
|
|
2020
Q4 | – | Sell |
-6,154
| Closed | -$239K | – | 556 |
|
|
2020
Q3 | $239K | Sell |
6,154
-67,972
| -92% | -$2.64M | 0.02% | 426 |
|
|
2020
Q2 | $2.88M | Buy |
74,126
+50,384
| +212% | +$1.95M | 0.31% | 67 |
|
|
2020
Q1 | $718K | Sell |
23,742
-279,197
| -92% | -$8.44M | 0.1% | 159 |
|
|
2019
Q4 | $11.5M | Buy |
302,939
+227,573
| +302% | +$8.61M | 0.5% | 40 |
|
|
2019
Q3 | $2.72M | Buy |
75,366
+15,578
| +26% | +$563K | 0.33% | 69 |
|
|
2019
Q2 | $2K | Buy |
+59,788
| New | +$2K | ﹤0.01% | 409 |
|