Physician Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.8M | Sell |
|
|||||
2025
Q1 | $43.7M | Sell |
|
|||||
2024
Q4 | $50M | Buy |
|
|||||
2024
Q3 | $49M | Sell |
|
|||||
2024
Q2 | $50.6M | Sell |
|
|||||
2024
Q1 | $50.7M | Sell |
|
|||||
2023
Q4 | $59.4M | Buy |
|
|||||
2023
Q3 | $45.7M | Buy |
|
|||||
2023
Q2 | $39.1M | Buy |
|
|||||
2023
Q1 | $36M | Buy |
|
|||||
2022
Q4 | $32.5M | Buy |
|
|||||
2022
Q3 | $28.7M | Buy |
|
|||||
2022
Q2 | $30.5M | Buy |
|
|||||
2022
Q1 | $30.5M | Buy |
|
|||||
2021
Q4 | $23M | Buy |
|
|||||
2021
Q3 | $19.2M | Buy |
|
|||||
2021
Q2 | $16.9M | Buy |
|
|||||
2021
Q1 | $13.9M | Buy |
|
|||||
2020
Q4 | $12.3M | Buy |
|