SAG
SageView Advisory Group’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
6,801
-196
| -3% | -$14.7K | 0.02% | 365 |
|
|
2025
Q1 | $460K | Buy |
6,997
+201
| +3% | +$13.2K | 0.02% | 364 |
|
|
2024
Q4 | $469K | Buy |
6,796
+2,578
| +61% | +$178K | 0.02% | 352 |
|
|
2024
Q3 | $285K | Sell |
4,218
-159
| -4% | -$10.7K | 0.01% | 409 |
|
|
2024
Q2 | $280K | Sell |
4,377
-729,870
| -99% | -$46.7M | 0.01% | 454 |
|
|
2024
Q1 | $17.2M | Buy |
734,247
+708,260
| +2,725% | +$16.6M | 0.87% | 15 |
|
|
2023
Q4 | $1.5M | Sell |
25,987
-8,338
| -24% | -$481K | 0.06% | 192 |
|
|
2023
Q3 | $1.73M | Buy |
34,325
+6,888
| +25% | +$346K | 0.1% | 124 |
|
|
2023
Q2 | $1.43M | Buy |
+27,437
| New | +$1.43M | 0.08% | 172 |
|