LWM
LongView 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 | $799K | Buy |
10,988
+1,446
| +15% | +$105K | 0.24% | 86 |
|
|
2025
Q1 | $627K | Buy |
9,542
+943
| +11% | +$62K | 0.19% | 100 |
|
|
2024
Q4 | $593K | Buy |
8,599
+1,275
| +17% | +$87.9K | 0.18% | 102 |
|
|
2024
Q3 | $494K | Buy |
7,324
+940
| +15% | +$63.5K | 0.16% | 114 |
|
|
2024
Q2 | $409K | Buy |
6,384
+1,210
| +23% | +$77.4K | 0.15% | 118 |
|
|
2024
Q1 | $318K | Buy |
5,174
+1,281
| +33% | +$78.8K | 0.13% | 139 |
|
|
2023
Q4 | $217K | Buy |
+3,893
| New | +$217K | 0.1% | 164 |
|