LWMM
Legacy Wealth Management (Mississippi)’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 | $10.5M | Sell |
143,893
-923
| -0.6% | -$67.1K | 3.18% | 5 |
|
|
2025
Q1 | $9.52M | Buy |
144,816
+16,609
| +13% | +$1.09M | 3.11% | 4 |
|
|
2024
Q4 | $8.84M | Buy |
128,207
+3,627
| +3% | +$250K | 3.51% | 4 |
|
|
2024
Q3 | $8.41M | Buy |
124,580
+9,752
| +8% | +$658K | 3.09% | 5 |
|
|
2024
Q2 | $7.35M | Buy |
114,828
+9,705
| +9% | +$621K | 3.1% | 6 |
|
|
2024
Q1 | $6.47M | Buy |
105,123
+10,253
| +11% | +$631K | 2.92% | 6 |
|
|
2023
Q4 | $5.3M | Buy |
94,870
+8,660
| +10% | +$484K | 2.56% | 6 |
|
|
2023
Q3 | $4.33M | Buy |
86,210
+2,640
| +3% | +$133K | 2.25% | 8 |
|
|
2023
Q2 | $4.35M | Hold |
83,570
| – | – | 2.18% | 8 |
|
|
2023
Q1 | $4.02M | Buy |
83,570
+35
| +0% | +$1.69K | 2.22% | 8 |
|
|
2022
Q4 | $3.76M | Sell |
83,535
-7,598
| -8% | -$342K | 2.23% | 8 |
|
|
2022
Q3 | $3.83M | Buy |
91,133
+37,364
| +69% | +$1.57M | 2.58% | 6 |
|
|
2022
Q2 | $2.38M | Buy |
53,769
+20,612
| +62% | +$914K | 1.45% | 15 |
|
|
2022
Q1 | $1.76M | Buy |
+33,157
| New | +$1.76M | 0.92% | 31 |
|