Richardson Financial Services’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 | $6.77M | Buy |
93,124
+12,125
| +15% | +$881K | 4.54% | 1 |
|
|
2025
Q1 | $5.33M | Sell |
80,999
-19,057
| -19% | -$1.25M | 4.05% | 2 |
|
|
2024
Q4 | $6.92M | Sell |
100,056
-1,232
| -1% | -$85.3K | 4.87% | 1 |
|
|
2024
Q3 | $6.48M | Hold |
101,288
| – | – | 4.12% | 3 |
|
|
2024
Q2 | $6.48M | Sell |
101,288
-20,371
| -17% | -$1.3M | 4.67% | 1 |
|
|
2024
Q1 | $7.49M | Sell |
121,659
-7,374
| -6% | -$454K | 5.28% | 1 |
|
|
2023
Q4 | $7.21M | Buy |
+129,033
| New | +$7.21M | 6.32% | 1 |
|