Plan Group Financial’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 | $305K | Sell |
4,202
-114
| -3% | -$8.29K | 0.1% | 128 |
|
2025
Q1 | $284K | Buy |
4,316
+13
| +0.3% | +$855 | 0.1% | 121 |
|
2024
Q4 | $297K | Buy |
4,303
+15
| +0.3% | +$1.03K | 0.16% | 91 |
|
2024
Q3 | $289K | Buy |
4,288
+13
| +0.3% | +$878 | 0.15% | 91 |
|
2024
Q2 | $274K | Buy |
4,275
+141
| +3% | +$9.02K | 0.17% | 76 |
|
2024
Q1 | $254K | Sell |
4,134
-1,299
| -24% | -$79.9K | 0.17% | 80 |
|
2023
Q4 | $304K | Sell |
5,433
-1,832
| -25% | -$102K | 0.27% | 52 |
|
2023
Q3 | $365K | Buy |
+7,265
| New | +$365K | 0.26% | 42 |
|