Schwallier Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
27,390
+1,229
| +5% | +$89.3K | 1.22% | 14 |
|
|
2025
Q1 | $1.72M | Sell |
26,161
-104
| -0.4% | -$6.84K | 1.27% | 15 |
|
|
2024
Q4 | $1.81M | Sell |
26,265
-1,331
| -5% | -$91.8K | 1.38% | 12 |
|
|
2024
Q3 | $1.86M | Buy |
27,596
+844
| +3% | +$57K | 1.33% | 12 |
|
|
2024
Q2 | $1.71M | Sell |
26,752
-2,137
| -7% | -$137K | 1.39% | 12 |
|
|
2024
Q1 | $1.78M | Sell |
28,889
-3,127
| -10% | -$192K | 1.43% | 13 |
|
|
2023
Q4 | $1.79M | Buy |
+32,016
| New | +$1.79M | 1.48% | 12 |
|