Liberty Square Wealth Partners’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
$26.8M Sell
368,592
-564
-0.2% -$41K 9.26% 2
2025
Q1
$24.3M Buy
369,156
+4,492
+1% +$295K 9.26% 2
2024
Q4
$26.2M Buy
+364,664
New +$26.2M 9.54% 2