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