MLA
My Legacy 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 | $4.13M | Sell |
56,158
-46,644
| -45% | -$3.43M | 1.47% | 14 |
|
|
2025
Q1 | $6.76M | Sell |
102,802
-8,353
| -8% | -$549K | 2.61% | 7 |
|
|
2024
Q4 | $7.75M | Sell |
111,155
-1,169
| -1% | -$81.5K | 3.01% | 5 |
|
|
2024
Q3 | $7.58M | Sell |
112,324
-121,307
| -52% | -$8.19M | 2.99% | 5 |
|
|
2024
Q2 | $15M | Sell |
233,631
-28,193
| -11% | -$1.8M | 4.78% | 1 |
|
|
2024
Q1 | $16.1M | Sell |
261,824
-65,639
| -20% | -$4.04M | 5.4% | 1 |
|
|
2023
Q4 | $18.4M | Buy |
327,463
+19,252
| +6% | +$1.08M | 6.63% | 1 |
|
|
2023
Q3 | $15.5M | Buy |
308,211
+101,756
| +49% | +$5.1M | 6.29% | 1 |
|
|
2023
Q2 | $10.9M | Buy |
206,455
+21,847
| +12% | +$1.16M | 4.29% | 1 |
|
|
2023
Q1 | $8.89M | Buy |
184,608
+11,944
| +7% | +$575K | 3.81% | 1 |
|
|
2022
Q4 | $8.37M | Buy |
172,664
+60,664
| +54% | +$2.94M | 3.57% | 1 |
|
|
2022
Q3 | $4.71M | Buy |
112,000
+54,390
| +94% | +$2.29M | 2.38% | 4 |
|
|
2022
Q2 | $2.6M | Buy |
57,610
+36,877
| +178% | +$1.67M | 1.3% | 14 |
|
|
2022
Q1 | $1.1M | Buy |
+20,733
| New | +$1.1M | 0.51% | 53 |
|