Investment Planning Advisors’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	$29.1M	Buy	400,023 +30,190	+8%	+$2.19M	10.28%	4
2025 Q1	$24.3M	Buy	369,833 +73,610	+25%	+$4.84M	9.88%	2
2024 Q4	$20.4M	Sell	296,223 -73,712	-20%	-$5.08M	8.92%	1
2024 Q3	$23.7M	Hold	369,935	–	–	12.08%	1
2024 Q2	$23.7M	Buy	+369,935	New	+$23.7M	12.08%	1