SAI
Savvy Advisors Inc’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 | $1.94M | Buy |
26,685
+4,256
| +19% | +$309K | 0.13% | 120 |
|
|
2025
Q1 | $1.47M | Buy |
22,429
+2,095
| +10% | +$138K | 0.15% | 115 |
|
|
2024
Q4 | $1.4M | Buy |
20,334
+7,674
| +61% | +$529K | 0.17% | 105 |
|
|
2024
Q3 | $855K | Sell |
12,660
-10
| -0.1% | -$675 | 0.17% | 121 |
|
|
2024
Q2 | $811K | Sell |
12,670
-1,493
| -11% | -$95.6K | 0.26% | 89 |
|
|
2024
Q1 | $871K | Sell |
14,163
-1,362
| -9% | -$83.8K | 0.5% | 48 |
|
|
2023
Q4 | $868K | Buy |
+15,525
| New | +$868K | 0.84% | 24 |
|