My Personal CFO LLC’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 | $2.25M | Hold |
30,999
| – | – | 1.02% | 30 |
|
|
2025
Q1 | $2.04M | Buy |
30,999
+198
| +0.6% | +$13K | 1.03% | 28 |
|
|
2024
Q4 | $2.12M | Sell |
30,801
-105
| -0.3% | -$7.24K | 1.09% | 27 |
|
|
2024
Q3 | $2.09M | Buy |
30,906
+158
| +0.5% | +$10.7K | 1.14% | 25 |
|
|
2024
Q2 | $1.97M | Buy |
30,748
+748
| +2% | +$47.9K | 1.05% | 24 |
|
|
2024
Q1 | $1.85M | Hold |
30,000
| – | – | 1.06% | 27 |
|
|
2023
Q4 | $1.68M | Hold |
30,000
| – | – | 1.09% | 24 |
|
|
2023
Q3 | $1.51M | Hold |
30,000
| – | – | 1.22% | 24 |
|
|
2023
Q2 | $1.56M | Hold |
30,000
| – | – | 1.23% | 23 |
|
|
2023
Q1 | $1.44M | Hold |
30,000
| – | – | 1.23% | 23 |
|
|
2022
Q4 | $1.35M | Hold |
30,000
| – | – | 1.25% | 21 |
|
|
2022
Q3 | $1.26M | Hold |
30,000
| – | – | 1.91% | 15 |
|
|
2022
Q2 | $1.33M | Hold |
30,000
| – | – | 1.71% | 17 |
|
|
2022
Q1 | $1.59M | Hold |
30,000
| – | – | 1.65% | 17 |
|
|
2021
Q4 | $1.68M | Buy |
+30,000
| New | +$1.68M | 1.46% | 17 |
|