SWM
Selective Wealth Management’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 | $10.2M | Buy |
139,360
+24,836
| +22% | +$1.82M | 3.74% | 5 |
|
|
2025
Q1 | $7.19M | Buy |
114,524
+13,722
| +14% | +$862K | 3.13% | 6 |
|
|
2024
Q4 | $6.9M | Buy |
100,802
+11,584
| +13% | +$793K | 2.8% | 7 |
|
|
2024
Q3 | $6.01M | Buy |
89,218
+30,456
| +52% | +$2.05M | 2.5% | 9 |
|
|
2024
Q2 | $3.84M | Buy |
58,762
+5,482
| +10% | +$358K | 1.69% | 14 |
|
|
2024
Q1 | $3.22M | Buy |
53,280
+33,797
| +173% | +$2.04M | 1.4% | 16 |
|
|
2023
Q4 | $1.07M | Buy |
+19,483
| New | +$1.07M | 0.54% | 29 |
|
|
2022
Q4 | – | Sell |
-522
| Closed | -$22K | – | 642 |
|
|
2022
Q3 | $22K | Buy |
522
+289
| +124% | +$12.2K | 0.01% | 414 |
|
|
2022
Q2 | $10K | Buy |
233
+222
| +2,018% | +$9.53K | ﹤0.01% | 564 |
|
|
2022
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 696 |
|