Phillips Financial 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 | $155K | Buy |
2,139
+114
| +6% | +$8.29K | 0.01% | 193 |
|
|
2025
Q1 | $133K | Hold |
2,025
| – | – | 0.01% | 190 |
|
|
2024
Q4 | $140K | Hold |
2,025
| – | – | 0.01% | 182 |
|
|
2024
Q3 | $137K | Sell |
2,025
-631
| -24% | -$42.6K | 0.01% | 195 |
|
|
2024
Q2 | $170K | Buy |
2,656
+631
| +31% | +$40.4K | 0.01% | 186 |
|
|
2024
Q1 | $125K | Hold |
2,025
| – | – | 0.01% | 194 |
|
|
2023
Q4 | $113K | Buy |
+2,025
| New | +$113K | 0.01% | 178 |
|