Sheaff Brock Investment Advisors’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
Q1 | – | Sell |
-5,920
| Closed | -$408K | – | 470 |
|
|
2024
Q4 | $408K | Buy |
5,920
+1,683
| +40% | +$116K | 0.04% | 286 |
|
|
2024
Q3 | $286K | Buy |
4,237
+106
| +3% | +$7.16K | 0.03% | 334 |
|
|
2024
Q2 | $264K | Buy |
4,131
+20
| +0.5% | +$1.28K | 0.02% | 340 |
|
|
2024
Q1 | $253K | Buy |
4,111
+286
| +7% | +$17.6K | 0.02% | 379 |
|
|
2023
Q4 | $214K | Buy |
+3,825
| New | +$214K | 0.02% | 401 |
|