MWM
MGB 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 | $586K | Buy |
8,065
+178
| +2% | +$12.9K | 0.19% | 110 |
|
|
2025
Q1 | $518K | Buy |
7,887
+273
| +4% | +$17.9K | 0.19% | 117 |
|
|
2024
Q4 | $525K | Buy |
7,614
+1,078
| +16% | +$74.3K | 0.16% | 110 |
|
|
2024
Q3 | $441K | Hold |
6,536
| – | – | 0.16% | 129 |
|
|
2024
Q2 | $430K | Hold |
6,536
| – | – | 0.16% | 125 |
|
|
2024
Q1 | $402K | Sell |
6,536
-49
| -0.7% | -$3.02K | 0.16% | 133 |
|
|
2023
Q4 | $368K | Buy |
+6,585
| New | +$368K | 0.19% | 134 |
|