SDWMA
Schneider Downs Wealth Management Advisors’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 | $2.55M | Buy |
35,123
+1,126
| +3% | +$81.8K | 0.38% | 36 |
|
|
2025
Q1 | $2.24M | Buy |
33,997
+317
| +0.9% | +$20.8K | 0.4% | 33 |
|
|
2024
Q4 | $2.32M | Buy |
33,680
+713
| +2% | +$49.2K | 0.44% | 32 |
|
|
2024
Q3 | $2.23M | Hold |
32,967
| – | – | 0.46% | 32 |
|
|
2024
Q2 | $2.11M | Hold |
32,967
| – | – | 0.47% | 33 |
|
|
2024
Q1 | $2.03M | Sell |
32,967
-367
| -1% | -$22.6K | 0.47% | 33 |
|
|
2023
Q4 | $1.86M | Hold |
33,334
| – | – | 0.48% | 33 |
|
|
2023
Q3 | $1.68M | Buy |
33,334
+19
| +0.1% | +$955 | 0.39% | 33 |
|
|
2023
Q2 | $1.74M | Sell |
33,315
-151
| -0.5% | -$7.87K | 0.4% | 35 |
|
|
2023
Q1 | $1.61M | Sell |
33,466
-1,243
| -4% | -$59.9K | 0.33% | 35 |
|
|
2022
Q4 | $1.56M | Hold |
34,709
| – | – | 0.34% | 36 |
|
|
2022
Q3 | $1.46M | Hold |
34,709
| – | – | 0.43% | 28 |
|
|
2022
Q2 | $1.54M | Sell |
34,709
-18
| -0.1% | -$798 | 0.43% | 28 |
|
|
2022
Q1 | $1.85M | Buy |
34,727
+585
| +2% | +$31.1K | 0.47% | 30 |
|
|
2021
Q4 | $1.91M | Buy |
34,142
+2,588
| +8% | +$144K | 0.46% | 31 |
|
|
2021
Q3 | $1.59M | Hold |
31,554
| – | – | 0.41% | 33 |
|
|
2021
Q2 | $1.59M | Hold |
31,554
| – | – | 0.41% | 31 |
|
|
2021
Q1 | $1.47M | Hold |
31,554
| – | – | 0.36% | 29 |
|
|
2020
Q4 | $1.39M | Buy |
31,554
+2,610
| +9% | +$115K | 0.39% | 27 |
|
|
2020
Q3 | $1.14M | Hold |
28,944
| – | – | 0.38% | 29 |
|
|
2020
Q2 | $1.05M | Sell |
28,944
-5,703
| -16% | -$207K | 0.36% | 28 |
|
|
2020
Q1 | $1.05M | Buy |
+34,647
| New | +$1.05M | 0.38% | 29 |
|