Orin Green Financial’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 | $1.38M | Hold |
18,963
| – | – | 0.58% | 28 |
|
2025
Q1 | $1.15M | Buy |
+18,963
| New | +$1.15M | 0.54% | 29 |
|
2024
Q4 | – | Sell |
-19,076
| Closed | -$1.29M | – | 30 |
|
2024
Q3 | $1.29M | Sell |
19,076
-186
| -1% | -$12.6K | 0.56% | 31 |
|
2024
Q2 | $1.23M | Buy |
+19,262
| New | +$1.23M | 0.57% | 29 |
|
2024
Q1 | – | Sell |
-16,979
| Closed | -$949K | – | 32 |
|
2023
Q4 | $949K | Sell |
16,979
-127
| -0.7% | -$7.1K | 0.47% | 34 |
|
2023
Q3 | $860K | Sell |
17,106
-801
| -4% | -$40.3K | 0.48% | 36 |
|
2023
Q2 | $933K | Sell |
17,907
-101
| -0.6% | -$5.26K | 0.49% | 36 |
|
2023
Q1 | $867K | Sell |
18,008
-1,735
| -9% | -$83.5K | 0.47% | 34 |
|
2022
Q4 | $888K | Buy |
19,743
+1,437
| +8% | +$64.6K | 0.52% | 32 |
|
2022
Q3 | $767K | Sell |
18,306
-3,173
| -15% | -$133K | 0.5% | 34 |
|
2022
Q2 | $970K | Buy |
21,479
+1,311
| +7% | +$59.2K | 0.61% | 28 |
|
2022
Q1 | $1.07M | Buy |
20,168
+567
| +3% | +$30.1K | 0.7% | 29 |
|
2021
Q4 | $1.04M | Sell |
19,601
-1,981
| -9% | -$105K | 0.75% | 27 |
|
2021
Q3 | $1.09M | Buy |
21,582
+1,897
| +10% | +$95.7K | 0.76% | 26 |
|
2021
Q2 | $991K | Buy |
19,685
+2,112
| +12% | +$106K | 0.7% | 26 |
|
2021
Q1 | $819K | Buy |
17,573
+2,497
| +17% | +$116K | 0.67% | 30 |
|
2020
Q4 | $663K | Buy |
+15,076
| New | +$663K | 0.53% | 36 |
|