Marcum Wealth’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 Q1	$1.11M	Buy	16,920 +8,653	+105%	+$569K	0.1%	106
2024 Q4	$570K	Buy	8,267 +4,530	+121%	+$312K	0.05%	176
2024 Q3	$252K	Buy	+3,737	New	+$252K	0.02%	322