SWM
SFG 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 | – | Sell |
-19,246
| Closed | -$1.27M | – | 118 |
|
|
2025
Q1 | $1.27M | Buy |
19,246
+3,572
| +23% | +$235K | 0.62% | 32 |
|
|
2024
Q4 | $1.08M | Sell |
15,674
-810
| -5% | -$55.8K | 0.57% | 29 |
|
|
2024
Q3 | $1.11M | Buy |
16,484
+8,560
| +108% | +$578K | 0.59% | 30 |
|
|
2024
Q2 | $507K | Buy |
7,924
+1,233
| +18% | +$78.9K | 0.29% | 52 |
|
|
2024
Q1 | $412K | Buy |
6,691
+307
| +5% | +$18.9K | 0.24% | 60 |
|
|
2023
Q4 | $357K | Sell |
6,384
-10,426
| -62% | -$583K | 0.24% | 61 |
|
|
2023
Q3 | $845K | Buy |
16,810
+7,360
| +78% | +$370K | 0.67% | 31 |
|
|
2023
Q2 | $492K | Buy |
+9,450
| New | +$492K | 0.41% | 45 |
|
|
2022
Q2 | – | Sell |
-49,283
| Closed | -$2.62M | – | 96 |
|
|
2022
Q1 | $2.62M | Buy |
49,283
+8,330
| +20% | +$443K | 2.45% | 14 |
|
|
2021
Q4 | $2.29M | Buy |
+40,953
| New | +$2.29M | 2.03% | 15 |
|