MWA
MN Wealth Advisors’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 | $2.78M | Buy |
38,231
+4,506
| +13% | +$328K | 1.62% | 14 |
|
|
2025
Q1 | $2.22M | Buy |
33,725
+3,856
| +13% | +$254K | 1.3% | 19 |
|
|
2024
Q4 | $2.06M | Buy |
29,869
+1,960
| +7% | +$135K | 1.16% | 20 |
|
|
2024
Q3 | $1.88M | Buy |
27,909
+4,377
| +19% | +$295K | 1.07% | 22 |
|
|
2024
Q2 | $1.51M | Buy |
23,532
+12,392
| +111% | +$793K | 0.87% | 26 |
|
|
2024
Q1 | $685K | Sell |
11,140
-18,065
| -62% | -$1.11M | 0.42% | 52 |
|
|
2023
Q4 | $1.63M | Buy |
+29,205
| New | +$1.63M | 1.12% | 18 |
|