Keeler & Nadler Financial Planning & Wealth Management’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 | $17.4M | Buy |
239,783
+4,473
| +2% | +$325K | 6.97% | 4 |
|
|
2025
Q1 | $15.4M | Buy |
235,310
+24,238
| +11% | +$1.58M | 6.93% | 5 |
|
|
2024
Q4 | $14.6M | Buy |
211,072
+36,585
| +21% | +$2.52M | 6.82% | 5 |
|
|
2024
Q3 | $11.8M | Buy |
174,487
+37,275
| +27% | +$2.52M | 5.74% | 6 |
|
|
2024
Q2 | $8.78M | Buy |
137,212
+55,459
| +68% | +$3.55M | 4.82% | 9 |
|
|
2024
Q1 | $5.03M | Buy |
+81,753
| New | +$5.03M | 3.02% | 10 |
|