KWM
Kingsview Wealth Management’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 | $8.44M | Buy |
116,132
+6,750
| +6% | +$491K | 0.14% | 156 |
|
|
2025
Q1 | $7.19M | Sell |
109,382
-2,427
| -2% | -$160K | 0.14% | 164 |
|
|
2024
Q4 | $7.71M | Sell |
111,809
-3,493
| -3% | -$241K | 0.15% | 152 |
|
|
2024
Q3 | $7.78M | Buy |
115,302
+2,404
| +2% | +$162K | 0.16% | 138 |
|
|
2024
Q2 | $7.23M | Buy |
112,898
+7,033
| +7% | +$450K | 0.17% | 134 |
|
|
2024
Q1 | $6.51M | Buy |
105,865
+9,046
| +9% | +$557K | 0.16% | 141 |
|
|
2023
Q4 | $5.41M | Buy |
96,819
+20,280
| +26% | +$1.13M | 0.16% | 147 |
|
|
2023
Q3 | $3.85M | Buy |
76,539
+21,004
| +38% | +$1.06M | 0.14% | 174 |
|
|
2023
Q2 | $2.89M | Buy |
55,535
+2,744
| +5% | +$143K | 0.11% | 191 |
|
|
2023
Q1 | $2.54M | Sell |
52,791
-3,465
| -6% | -$167K | 0.11% | 201 |
|
|
2022
Q4 | $2.53M | Buy |
56,256
+8,505
| +18% | +$383K | 0.11% | 207 |
|
|
2022
Q3 | $2.01M | Buy |
47,751
+2,748
| +6% | +$115K | 0.1% | 227 |
|
|
2022
Q2 | $2M | Buy |
45,003
+2,718
| +6% | +$120K | 0.1% | 223 |
|
|
2022
Q1 | $2.25M | Buy |
42,285
+2,717
| +7% | +$144K | 0.1% | 217 |
|
|
2021
Q4 | $2.21M | Buy |
39,568
+2,212
| +6% | +$123K | 0.09% | 225 |
|
|
2021
Q3 | $1.89M | Sell |
37,356
-472
| -1% | -$23.8K | 0.09% | 235 |
|
|
2021
Q2 | $1.91M | Buy |
37,828
+3,132
| +9% | +$158K | 0.09% | 231 |
|
|
2021
Q1 | $1.63M | Buy |
34,696
+2,833
| +9% | +$133K | 0.09% | 227 |
|
|
2020
Q4 | $1.4M | Buy |
31,863
+3,605
| +13% | +$159K | 0.1% | 208 |
|
|
2020
Q3 | $1.11M | Buy |
28,258
+12,918
| +84% | +$508K | 0.1% | 207 |
|
|
2020
Q2 | $556K | Buy |
15,340
+1,054
| +7% | +$38.2K | 0.06% | 308 |
|
|
2020
Q1 | $432K | Buy |
+14,286
| New | +$432K | 0.06% | 288 |
|
|
2019
Q1 | – | Sell |
-7,321
| Closed | -$214K | – | 460 |
|
|
2018
Q4 | $214K | Buy |
+7,321
| New | +$214K | 0.05% | 331 |
|