Oregon Pacific Wealth Management’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
$635K Sell
8,733
-1,242
-12% -$90.3K 0.6% 44
2025
Q1
$656K Sell
9,975
-2,463
-20% -$162K 0.66% 47
2024
Q4
$857K Buy
+12,438
New +$857K 0.84% 33