Lord & Richards Wealth Management’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	$8.38M	Buy	115,334 +16,307	+16%	+$1.19M	8.76%	3
2025 Q1	$6.51M	Buy	99,027 +48,918	+98%	+$3.22M	7.38%	3
2024 Q4	$3.45M	Buy	+50,109	New	+$3.45M	7.29%	1