Ridgeline Wealth’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
$14.9M Sell
205,074
-13,793
-6% -$1M 12.16% 2
2025
Q1
$14.4M Sell
218,867
-1,225
-0.6% -$80.6K 12.24% 2
2024
Q4
$15.2M Buy
+220,092
New +$15.2M 12.37% 2