Kingswood Wealth Advisors’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 | $2.12M | Buy |
29,206
+4,850
| +20% | +$353K | 0.17% | 132 |
|
|
2025
Q1 | $1.6M | Buy |
24,356
+458
| +2% | +$30.1K | 0.15% | 166 |
|
|
2024
Q4 | $1.65M | Buy |
23,898
+317
| +1% | +$21.9K | 0.12% | 174 |
|
|
2024
Q3 | $1.59M | Buy |
23,581
+1,900
| +9% | +$128K | 0.11% | 208 |
|
|
2024
Q2 | $1.39M | Buy |
21,681
+3,239
| +18% | +$207K | 0.13% | 177 |
|
|
2024
Q1 | $1.13M | Buy |
18,442
+13,856
| +302% | +$853K | 0.13% | 180 |
|
|
2023
Q4 | $256K | Buy |
+4,586
| New | +$256K | 0.03% | 516 |
|