J.P. Morgan Private Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.17M | Sell |
23,199
-10,618
| -31% | -$534K | ﹤0.01% | 921 |
|
|
2023
Q2 | $1.76M | Sell |
33,817
-6,106
| -15% | -$318K | 0.01% | 609 |
|
|
2023
Q1 | $1.92M | Buy |
39,923
+20,827
| +109% | +$1M | ﹤0.01% | 893 |
|
|
2022
Q4 | $859K | Buy |
19,096
+9,109
| +91% | +$410K | ﹤0.01% | 1216 |
|
|
2022
Q3 | $419K | Buy |
+9,987
| New | +$419K | ﹤0.01% | 1532 |
|
|
2022
Q1 | – | Sell |
-41,283
| Closed | -$2.31M | – | 2073 |
|
|
2021
Q4 | $2.31M | Buy |
+41,283
| New | +$2.31M | 0.01% | 850 |
|