JF
JSF Financial’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
41,523
+1,536
| +4% | +$112K | 0.72% | 22 |
|
|
2025
Q1 | $2.63M | Sell |
39,987
-5,432
| -12% | -$357K | 0.69% | 23 |
|
|
2024
Q4 | $3.13M | Buy |
45,419
+482
| +1% | +$33.2K | 0.84% | 22 |
|
|
2024
Q3 | $3.03M | Buy |
44,937
+1,765
| +4% | +$119K | 0.88% | 22 |
|
|
2024
Q2 | $2.76M | Sell |
43,172
-65,205
| -60% | -$4.17M | 0.85% | 23 |
|
|
2024
Q1 | $6.67M | Buy |
108,377
+8,410
| +8% | +$517K | 2.09% | 11 |
|
|
2023
Q4 | $5.59M | Buy |
99,967
+7,657
| +8% | +$428K | 1.94% | 12 |
|
|
2023
Q3 | $4.64M | Buy |
92,310
+17,331
| +23% | +$871K | 1.8% | 14 |
|
|
2023
Q2 | $3.91M | Buy |
74,979
+7,685
| +11% | +$400K | 1.38% | 22 |
|
|
2023
Q1 | $3.24M | Buy |
67,294
+3,332
| +5% | +$160K | 1.21% | 23 |
|
|
2022
Q4 | $2.88M | Buy |
+63,962
| New | +$2.88M | 1.08% | 24 |
|