Leading Edge Financial Planning’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 | $53.9M | Buy |
741,078
+38,315
| +5% | +$2.79M | 14.97% | 1 |
|
|
2025
Q1 | $46.2M | Buy |
702,763
+33,238
| +5% | +$2.19M | 14.44% | 1 |
|
|
2024
Q4 | $46.2M | Buy |
669,525
+13,372
| +2% | +$922K | 15.14% | 1 |
|
|
2024
Q3 | $44.3M | Buy |
656,153
+75,935
| +13% | +$5.13M | 14.84% | 1 |
|
|
2024
Q2 | $37.1M | Buy |
580,218
+43,543
| +8% | +$2.79M | 14.9% | 1 |
|
|
2024
Q1 | $33M | Buy |
536,675
+49,213
| +10% | +$3.03M | 14.63% | 1 |
|
|
2023
Q4 | $27.2M | Buy |
487,462
+9,328
| +2% | +$521K | 14.14% | 1 |
|
|
2023
Q3 | $24M | Buy |
478,134
+5,519
| +1% | +$277K | 15.39% | 1 |
|
|
2023
Q2 | $24.6M | Buy |
472,615
+64,079
| +16% | +$3.34M | 16.12% | 2 |
|
|
2023
Q1 | $19.7M | Buy |
408,536
+90,432
| +28% | +$4.35M | 14.23% | 2 |
|
|
2022
Q4 | $14.3M | Buy |
+318,104
| New | +$14.3M | 12.38% | 2 |
|