SWMG
Sanchez Wealth Management 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 | $2.75M | Buy |
37,840
+1,046
| +3% | +$76K | 0.66% | 23 |
|
|
2025
Q1 | $2.42M | Buy |
36,794
+4,266
| +13% | +$281K | 0.66% | 23 |
|
|
2024
Q4 | $2.24M | Buy |
32,528
+832
| +3% | +$57.4K | 0.61% | 23 |
|
|
2024
Q3 | $2.14M | Buy |
31,696
+1,647
| +5% | +$111K | 0.65% | 21 |
|
|
2024
Q2 | $1.92M | Buy |
30,049
+2,706
| +10% | +$173K | 0.62% | 20 |
|
|
2024
Q1 | $1.68M | Buy |
27,343
+3,989
| +17% | +$245K | 0.57% | 21 |
|
|
2023
Q4 | $1.31M | Buy |
23,354
+4,858
| +26% | +$272K | 0.48% | 21 |
|
|
2023
Q3 | $930K | Buy |
18,496
+36
| +0.2% | +$1.81K | 0.38% | 19 |
|
|
2023
Q2 | $962K | Buy |
18,460
+493
| +3% | +$25.7K | 0.39% | 19 |
|
|
2023
Q1 | $865K | Buy |
17,967
+210
| +1% | +$10.1K | 0.38% | 19 |
|
|
2022
Q4 | $799K | Buy |
17,757
+516
| +3% | +$23.2K | 0.39% | 20 |
|
|
2022
Q3 | $724K | Sell |
17,241
-2,050
| -11% | -$86.1K | 0.4% | 19 |
|
|
2022
Q2 | $855K | Buy |
19,291
+198
| +1% | +$8.78K | 0.43% | 22 |
|
|
2022
Q1 | $1.01M | Sell |
19,093
-168
| -0.9% | -$8.92K | 0.43% | 21 |
|
|
2021
Q4 | $1.08M | Sell |
19,261
-10,439
| -35% | -$583K | 0.45% | 21 |
|
|
2021
Q3 | $1.5M | Sell |
29,700
-87
| -0.3% | -$4.39K | 0.67% | 17 |
|
|
2021
Q2 | $1.5M | Buy |
29,787
+924
| +3% | +$46.5K | 0.68% | 17 |
|
|
2021
Q1 | $1.35M | Buy |
28,863
+544
| +2% | +$25.4K | 0.68% | 16 |
|
|
2020
Q4 | $1.25M | Buy |
28,319
+10,263
| +57% | +$451K | 0.67% | 16 |
|
|
2020
Q3 | $711K | Buy |
+18,056
| New | +$711K | 0.42% | 17 |
|