PWA
Physician Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8M | Sell |
382,317
-282,361
| -42% | -$20.5M | 4.36% | 3 |
|
|
2025
Q1 | $43.7M | Sell |
664,678
-60,887
| -8% | -$4M | 7.53% | 2 |
|
|
2024
Q4 | $50M | Buy |
725,565
+7,576
| +1% | +$522K | 8.45% | 2 |
|
|
2024
Q3 | $49M | Sell |
717,989
-43,015
| -6% | -$2.93M | 8.83% | 2 |
|
|
2024
Q2 | $50.6M | Sell |
761,004
-94,789
| -11% | -$6.3M | 9.32% | 2 |
|
|
2024
Q1 | $50.7M | Sell |
855,793
-187,913
| -18% | -$11.1M | 10.66% | 2 |
|
|
2023
Q4 | $59.4M | Buy |
1,043,706
+144,202
| +16% | +$8.2M | 13.25% | 2 |
|
|
2023
Q3 | $45.7M | Buy |
899,504
+149,833
| +20% | +$7.61M | 11.76% | 2 |
|
|
2023
Q2 | $39.1M | Buy |
749,671
+11,407
| +2% | +$596K | 9.72% | 2 |
|
|
2023
Q1 | $36M | Buy |
738,264
+47,105
| +7% | +$2.29M | 9.44% | 2 |
|
|
2022
Q4 | $32.5M | Buy |
691,159
+42,763
| +7% | +$2.01M | 8.78% | 2 |
|
|
2022
Q3 | $28.7M | Buy |
648,396
+17,256
| +3% | +$765K | 8.83% | 2 |
|
|
2022
Q2 | $30.5M | Buy |
631,140
+25,722
| +4% | +$1.24M | 8.83% | 2 |
|
|
2022
Q1 | $30.5M | Buy |
605,418
+186,134
| +44% | +$9.39M | 8.11% | 2 |
|
|
2021
Q4 | $23M | Buy |
419,284
+53,364
| +15% | +$2.93M | 6.03% | 3 |
|
|
2021
Q3 | $19.2M | Buy |
365,920
+36,720
| +11% | +$1.93M | 5.28% | 5 |
|
|
2021
Q2 | $16.9M | Buy |
329,200
+38,309
| +13% | +$1.96M | 4.83% | 5 |
|
|
2021
Q1 | $13.9M | Buy |
290,891
+22,221
| +8% | +$1.06M | 4.52% | 5 |
|
|
2020
Q4 | $12.3M | Buy |
+268,670
| New | +$12.3M | 4.2% | 5 |
|