PFA
Pinnacle Family 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 | $2.28M | Sell |
31,346
-8,959
| -22% | -$651K | 1.11% | 23 |
|
|
2025
Q1 | $2.65M | Sell |
40,305
-2,014
| -5% | -$132K | 1.44% | 21 |
|
|
2024
Q4 | $2.92M | Sell |
42,319
-1,382
| -3% | -$95.3K | 1.41% | 20 |
|
|
2024
Q3 | $2.95M | Sell |
43,701
-2,378
| -5% | -$161K | 1.53% | 20 |
|
|
2024
Q2 | $2.95M | Sell |
46,079
-14,267
| -24% | -$913K | 1.63% | 20 |
|
|
2024
Q1 | $3.71M | Buy |
60,346
+4,843
| +9% | +$298K | 1.98% | 16 |
|
|
2023
Q4 | $3.1M | Sell |
55,503
-570
| -1% | -$31.9K | 1.82% | 16 |
|
|
2023
Q3 | $2.82M | Buy |
56,073
+4,019
| +8% | +$202K | 1.61% | 16 |
|
|
2023
Q2 | $2.71M | Buy |
52,054
+1,731
| +3% | +$90.2K | 1.46% | 15 |
|
|
2023
Q1 | $2.42M | Sell |
50,323
-1,834
| -4% | -$88.3K | 1.47% | 17 |
|
|
2022
Q4 | $2.35M | Sell |
52,157
-331
| -0.6% | -$14.9K | 1.68% | 15 |
|
|
2022
Q3 | $2.2M | Buy |
52,488
+1,360
| +3% | +$57.1K | 1.91% | 14 |
|
|
2022
Q2 | $2.27M | Sell |
51,128
-14,682
| -22% | -$651K | 1.85% | 12 |
|
|
2022
Q1 | $3.5M | Buy |
65,810
+4,790
| +8% | +$255K | 1.86% | 14 |
|
|
2021
Q4 | $3.41M | Buy |
61,020
+16,213
| +36% | +$905K | 1.54% | 12 |
|
|
2021
Q3 | $2.26M | Buy |
44,807
+6,475
| +17% | +$327K | 1.01% | 24 |
|
|
2021
Q2 | $1.93M | Sell |
38,332
-1,245
| -3% | -$62.7K | 0.84% | 33 |
|
|
2021
Q1 | $1.85M | Buy |
39,577
+597
| +2% | +$27.8K | 0.97% | 28 |
|
|
2020
Q4 | $1.71M | Buy |
+38,980
| New | +$1.71M | 1.05% | 25 |
|