LWM
Liberty Wealth Management’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 | $843K | Buy |
11,591
+974
| +9% | +$70.8K | 0.13% | 92 |
|
|
2025
Q1 | $698K | Sell |
10,617
-290
| -3% | -$19.1K | 0.13% | 76 |
|
|
2024
Q4 | $752K | Sell |
10,907
-619
| -5% | -$42.7K | 0.13% | 89 |
|
|
2024
Q3 | $778K | Buy |
11,526
+1,562
| +16% | +$105K | 0.13% | 89 |
|
|
2024
Q2 | $638K | Buy |
9,964
+1,471
| +17% | +$94.2K | 0.12% | 100 |
|
|
2024
Q1 | $523K | Buy |
8,493
+4,832
| +132% | +$298K | 0.1% | 103 |
|
|
2023
Q4 | $463K | Sell |
3,661
-4,585
| -56% | -$580K | 0.1% | 101 |
|
|
2023
Q3 | $414K | Buy |
8,246
+657
| +9% | +$33K | 0.1% | 103 |
|
|
2023
Q2 | $395K | Buy |
7,589
+463
| +6% | +$24.1K | 0.1% | 116 |
|
|
2023
Q1 | $343K | Buy |
+7,126
| New | +$343K | 0.07% | 157 |
|
|
2022
Q3 | $297K | Buy |
7,075
+1,766
| +33% | +$74.1K | 0.08% | 107 |
|
|
2022
Q2 | $235K | Buy |
5,309
+23
| +0.4% | +$1.02K | 0.1% | 127 |
|
|
2022
Q1 | $280K | Buy |
+5,286
| New | +$280K | 0.1% | 116 |
|
|
2021
Q4 | – | Sell |
-5,250
| Closed | -$265K | – | 125 |
|
|
2021
Q3 | $265K | Buy |
5,250
+15
| +0.3% | +$757 | 0.09% | 133 |
|
|
2021
Q2 | $263K | Buy |
5,235
+3,897
| +291% | +$196K | 0.1% | 110 |
|
|
2021
Q1 | $59K | Hold |
1,338
| – | – | 0.03% | 256 |
|
|
2020
Q4 | $59K | Buy |
1,338
+727
| +119% | +$32.1K | 0.03% | 254 |
|
|
2020
Q3 | $24K | Buy |
+611
| New | +$24K | 0.01% | 371 |
|
|
2019
Q3 | – | Sell |
-886
| Closed | -$31K | – | 973 |
|
|
2019
Q2 | $31K | Hold |
886
| – | – | 0.03% | 337 |
|
|
2019
Q1 | $29K | Hold |
886
| – | – | 0.02% | 289 |
|
|
2018
Q4 | $25K | Buy |
+886
| New | +$25K | 0.02% | 294 |
|