Shira Ridge 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 | $406K | Sell |
5,591
-1,347
| -19% | -$97.9K | 0.19% | 52 |
|
|
2025
Q1 | $456K | Sell |
6,938
-849
| -11% | -$55.8K | 0.23% | 50 |
|
|
2024
Q4 | $537K | Sell |
7,787
-253
| -3% | -$17.4K | 0.26% | 47 |
|
|
2024
Q3 | $543K | Sell |
8,040
-593
| -7% | -$40K | 0.28% | 52 |
|
|
2024
Q2 | $553K | Sell |
8,633
-797
| -8% | -$51K | 0.31% | 51 |
|
|
2024
Q1 | $580K | Sell |
9,430
-2,061
| -18% | -$127K | 0.33% | 48 |
|
|
2023
Q4 | $642K | Buy |
11,491
+614
| +6% | +$34.3K | 0.39% | 44 |
|
|
2023
Q3 | $547K | Buy |
10,877
+1,014
| +10% | +$51K | 0.36% | 43 |
|
|
2023
Q2 | $514K | Buy |
9,863
+428
| +5% | +$22.3K | 0.32% | 44 |
|
|
2023
Q1 | $454K | Buy |
9,435
+459
| +5% | +$22.1K | 0.3% | 48 |
|
|
2022
Q4 | $404K | Buy |
+8,976
| New | +$404K | 0.28% | 49 |
|