Sheets Smith Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
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|
2025
Q1 | $8.6M | Buy |
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|
2024
Q4 | $8.97M | Sell |
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|
2024
Q3 | $8.98M | Sell |
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|
2024
Q2 | $8.66M | Buy |
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|
2024
Q1 | $8.26M | Buy |
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|
2023
Q4 | $7.33M | Buy |
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|
2023
Q3 | $6.59M | Buy |
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|
2023
Q2 | $6.6M | Sell |
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|
2023
Q1 | $6.14M | Sell |
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|
2022
Q4 | $5.88M | Sell |
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|
2022
Q3 | $5.52M | Buy |
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|
2022
Q2 | $5.82M | Buy |
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|
2022
Q1 | $6.97M | Sell |
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|
2021
Q4 | $7.4M | Sell |
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|
2021
Q3 | $7.75M | Sell |
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|
2021
Q2 | $7.81M | Sell |
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|
2021
Q1 | $7.32M | Buy |
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|
2020
Q4 | $6.46M | Buy |
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|
2020
Q3 | $5.72M | Sell |
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|
2020
Q2 | $5.5M | Sell |
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|
2020
Q1 | $5.5M | Buy |
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|
2019
Q4 | $5.24M | Buy |
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|
2019
Q3 | $3.54M | Buy |
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|
2019
Q2 | $2.23M | Buy |
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|
2019
Q1 | $1.83M | Buy |
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|
2018
Q4 | $1.6M | Buy |
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|
2018
Q3 | $1.58M | Sell |
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|
2018
Q2 | $1.53M | Buy |
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|
2018
Q1 | $1.32M | Buy |
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|
2017
Q4 | $410K | Buy |
|