Optimist Retirement Group’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 | $693K | Buy |
9,538
+27
| +0.3% | +$1.96K | 0.33% | 45 |
|
|
2025
Q1 | $625K | Buy |
9,511
+17
| +0.2% | +$1.12K | 0.31% | 46 |
|
|
2024
Q4 | $654K | Sell |
9,494
-292
| -3% | -$20.1K | 0.31% | 47 |
|
|
2024
Q3 | $660K | Buy |
9,786
+16
| +0.2% | +$1.08K | 0.3% | 48 |
|
|
2024
Q2 | $625K | Buy |
9,770
+17
| +0.2% | +$1.09K | 0.33% | 46 |
|
|
2024
Q1 | $600K | Sell |
9,753
-1,911
| -16% | -$118K | 0.31% | 47 |
|
|
2023
Q4 | $652K | Buy |
+11,664
| New | +$652K | 0.42% | 39 |
|