Jacobson & Schmitt 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 | $915K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $869K | Sell |
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|
2024
Q3 | $961K | Buy |
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|
2024
Q2 | $905K | Sell |
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|
2024
Q1 | $882K | Hold |
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|
2023
Q4 | $801K | Buy |
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|
2023
Q3 | $683K | Sell |
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|
2023
Q2 | $739K | Sell |
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|
2023
Q1 | $781K | Buy |
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|
2022
Q4 | $671K | Hold |
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|
2022
Q3 | $671K | Buy |
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|
2022
Q2 | $707K | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $843K | Buy |
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|
2021
Q3 | $566K | Sell |
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|
2021
Q2 | $577K | Sell |
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|
2021
Q1 | $595K | Buy |
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|
2020
Q4 | $311K | Buy |
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