OBWP
O'Brien Wealth Partners’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 | $60M | Sell |
825,956
-51,847
| -6% | -$3.77M | 9.42% | 2 |
|
|
2025
Q1 | $57.7M | Buy |
877,803
+17,461
| +2% | +$1.15M | 10.75% | 1 |
|
|
2024
Q4 | $59.3M | Buy |
860,342
+105,180
| +14% | +$7.25M | 10.69% | 2 |
|
|
2024
Q3 | $51M | Sell |
755,162
-309,828
| -29% | -$20.9M | 10% | 2 |
|
|
2024
Q2 | $68.2M | Buy |
1,064,990
+1,025,803
| +2,618% | +$65.7M | 15.32% | 1 |
|
|
2024
Q1 | $2.41M | Buy |
+39,187
| New | +$2.41M | 0.56% | 19 |
|