Partnership 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 Q1	–	Sell	-5,500	Closed	-$379K	–	75
2024 Q4	$379K	Hold	5,500	–	–	0.32%	54
2024 Q3	$371K	Buy	5,500 +3,000	+120%	+$203K	0.26%	56
2024 Q2	$160K	Buy	+2,500	New	+$160K	0.12%	100