NIWA
New Insight 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 | $1.74M | Buy |
23,970
+946
| +4% | +$68.8K | 0.72% | 33 |
|
|
2025
Q1 | $1.51M | Buy |
23,024
+8,489
| +58% | +$558K | 0.69% | 30 |
|
|
2024
Q4 | $1M | Buy |
14,535
+1,719
| +13% | +$119K | 0.5% | 36 |
|
|
2024
Q3 | $865K | Buy |
12,816
+6,048
| +89% | +$408K | 0.46% | 37 |
|
|
2024
Q2 | $433K | Buy |
6,768
+2,512
| +59% | +$161K | 0.26% | 51 |
|
|
2024
Q1 | $262K | Buy |
+4,256
| New | +$262K | 0.16% | 68 |
|