SWA
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Sax Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Sax Wealth Advisors’s Portfolio SPLG Stock Details SPLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.21M Sell
16,677
-1,403
-8% -$102K 0.07% 152
2025
Q1 		$1.19M Buy
18,080
+5,986
+49% +$394K 0.09% 125
2024
Q4 		$834K Buy
+12,094
New +$834K 0.07% 139