Lake Street Advisors 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.27M | Buy |
18,435
+63
| +0.3% | +$4.34K | 0.06% | 194 |
|
2024
Q3 | $1.24M | Buy |
18,372
+59
| +0.3% | +$3.98K | 0.06% | 184 |
|
2024
Q2 | $1.17M | Buy |
18,313
+5,660
| +45% | +$362K | 0.06% | 192 |
|
2024
Q1 | $779K | Hold |
12,653
| – | – | 0.04% | 265 |
|
2023
Q4 | $707K | Sell |
12,653
-1,188
| -9% | -$66.4K | 0.04% | 274 |
|
2023
Q3 | $696K | Buy |
13,841
+173
| +1% | +$8.7K | 0.04% | 185 |
|
2023
Q2 | $712K | Buy |
+13,668
| New | +$712K | 0.04% | 189 |
|