Root Financial Partners’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 | $1.66M | Sell |
22,860
-1,882
| -8% | -$137K | 0.16% | 48 |
|
|
2025
Q1 | $1.63M | Sell |
24,742
-2,224
| -8% | -$146K | 0.17% | 45 |
|
|
2024
Q4 | $1.86M | Buy |
26,966
+993
| +4% | +$68.5K | 0.23% | 34 |
|
|
2024
Q3 | $1.75M | Buy |
25,973
+20,771
| +399% | +$1.4M | 0.28% | 32 |
|
|
2024
Q2 | $333K | Buy |
5,202
+104
| +2% | +$6.66K | 0.08% | 87 |
|
|
2024
Q1 | $314K | Buy |
+5,098
| New | +$314K | 0.09% | 74 |
|