NBZ Investment Advisors’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
$14.3M Buy
196,716
+1,605
+0.8% +$117K 8.14% 2
2025
Q1
$12.8M Sell
195,111
-200,491
-51% -$13.2M 7.39% 3
2024
Q4
$27.3M Buy
+395,602
New +$27.3M 15.23% 1