Independent Wealth Network’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 | $10.5M | Buy |
144,872
+996
| +0.7% | +$72.4K | 3.83% | 2 |
|
|
2025
Q1 | $9.46M | Buy |
143,876
+2,060
| +1% | +$135K | 3.77% | 1 |
|
|
2024
Q4 | $9.78M | Buy |
141,816
+23,006
| +19% | +$1.59M | 3.97% | 2 |
|
|
2024
Q3 | $8.02M | Sell |
118,810
-5,022
| -4% | -$339K | 3.55% | 4 |
|
|
2024
Q2 | $7.93M | Sell |
123,832
-4,231
| -3% | -$271K | 3.69% | 3 |
|
|
2024
Q1 | $7.88M | Sell |
128,063
-1,233
| -1% | -$75.9K | 3.69% | 3 |
|
|
2023
Q4 | $7.23M | Buy |
129,296
+24,857
| +24% | +$1.39M | 3.8% | 3 |
|
|
2023
Q3 | $5.25M | Sell |
104,439
-635
| -0.6% | -$31.9K | 3.23% | 5 |
|
|
2023
Q2 | $5.48M | Buy |
105,074
+10,515
| +11% | +$548K | 3.29% | 4 |
|
|
2023
Q1 | $4.55M | Buy |
94,559
+2,110
| +2% | +$102K | 2.91% | 5 |
|
|
2022
Q4 | $4.16M | Buy |
92,449
+875
| +1% | +$39.4K | 2.84% | 6 |
|
|
2022
Q3 | $3.85M | Buy |
91,574
+3,979
| +5% | +$167K | 3% | 5 |
|
|
2022
Q2 | $3.88M | Buy |
87,595
+3,921
| +5% | +$174K | 2.8% | 5 |
|
|
2022
Q1 | $4.45M | Buy |
83,674
+2,953
| +4% | +$157K | 2.82% | 6 |
|
|
2021
Q4 | $4.51M | Buy |
80,721
+1,974
| +3% | +$110K | 2.77% | 5 |
|
|
2021
Q3 | $4.31M | Buy |
+78,747
| New | +$4.31M | 2.81% | 5 |
|