Plante Moran Financial Advisors’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 | $557K | Sell |
7,662
-759
| -9% | -$55.2K | 0.04% | 76 |
|
|
2025
Q1 | $554K | Buy |
8,421
+1,000
| +13% | +$65.8K | 0.05% | 75 |
|
|
2024
Q4 | $512K | Buy |
7,421
+142
| +2% | +$9.79K | 0.04% | 83 |
|
|
2024
Q3 | $491K | Buy |
7,279
+69
| +1% | +$4.66K | 0.04% | 81 |
|
|
2024
Q2 | $461K | Buy |
7,210
+192
| +3% | +$12.3K | 0.05% | 82 |
|
|
2024
Q1 | $432K | Sell |
7,018
-1,016
| -13% | -$62.5K | 0.05% | 93 |
|
|
2023
Q4 | $449K | Buy |
8,034
+8,001
| +24,245% | +$447K | 0.05% | 91 |
|
|
2023
Q3 | $1.65K | Buy |
+33
| New | +$1.65K | ﹤0.01% | 668 |
|