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