JDM Financial Group’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 | $3.44M | Sell |
47,325
-978
| -2% | -$71.1K | 1.62% | 14 |
|
2025
Q1 | $3.18M | Sell |
48,303
-1,319
| -3% | -$86.7K | 1.61% | 15 |
|
2024
Q4 | $3.42M | Sell |
49,622
-284
| -0.6% | -$19.6K | 1.78% | 13 |
|
2024
Q3 | $3.37M | Sell |
49,906
-26,414
| -35% | -$1.78M | 1.83% | 13 |
|
2024
Q2 | $4.88M | Sell |
76,320
-249
| -0.3% | -$15.9K | 3.3% | 9 |
|
2024
Q1 | $4.71M | Buy |
76,569
+614
| +0.8% | +$37.8K | 3.43% | 9 |
|
2023
Q4 | $4.25M | Buy |
75,955
+665
| +0.9% | +$37.2K | 3.52% | 8 |
|
2023
Q3 | $3.78M | Buy |
75,290
+275
| +0.4% | +$13.8K | 3.49% | 8 |
|
2023
Q2 | $3.91M | Buy |
75,015
+93
| +0.1% | +$4.85K | 3.4% | 9 |
|
2023
Q1 | $3.61M | Sell |
74,922
-4,316
| -5% | -$208K | 3.32% | 11 |
|
2022
Q4 | $3.56M | Buy |
+79,238
| New | +$3.56M | 3.41% | 10 |
|