MBM Wealth Consultants’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 | $3.29M | Buy |
45,288
+540
| +1% | +$39.3K | 0.88% | 15 |
|
|
2025
Q1 | $2.94M | Buy |
44,748
+1,079
| +2% | +$71K | 0.87% | 15 |
|
|
2024
Q4 | $3M | Buy |
43,669
+1,453
| +3% | +$99.9K | 0.89% | 16 |
|
|
2024
Q3 | $2.85M | Buy |
42,216
+7
| +0% | +$473 | 0.9% | 16 |
|
|
2024
Q2 | $2.76M | Buy |
42,209
+2,569
| +6% | +$168K | 0.94% | 16 |
|
|
2024
Q1 | $2.44M | Buy |
39,640
+1,508
| +4% | +$92.8K | 0.86% | 15 |
|
|
2023
Q4 | $2.2M | Buy |
38,132
+2,491
| +7% | +$144K | 0.82% | 17 |
|
|
2023
Q3 | $1.81M | Buy |
35,641
+2,421
| +7% | +$123K | 0.79% | 18 |
|
|
2023
Q2 | $1.74M | Buy |
33,220
+9,709
| +41% | +$509K | 0.75% | 21 |
|
|
2023
Q1 | $1.53M | Sell |
23,511
-1
| -0% | -$65 | 0.62% | 23 |
|
|
2022
Q4 | $1.06M | Buy |
23,512
+2,663
| +13% | +$120K | 0.49% | 23 |
|
|
2022
Q3 | $898K | Buy |
20,849
+846
| +4% | +$36.4K | 0.43% | 25 |
|
|
2022
Q2 | $887K | Buy |
+20,003
| New | +$887K | 0.43% | 26 |
|