SWM
SigFig 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-491,445
| Closed | -$31.5M | – | 126 |
|
|
2024
Q2 | $31.5M | Sell |
491,445
-770,332
| -61% | -$49.3M | 1.18% | 18 |
|
|
2024
Q1 | $77.6M | Sell |
1,261,777
-503,285
| -29% | -$31M | 2.85% | 11 |
|
|
2023
Q4 | $98.7M | Sell |
1,765,062
-598,558
| -25% | -$33.5M | 3.75% | 7 |
|
|
2023
Q3 | $119M | Sell |
2,363,620
-43,043
| -2% | -$2.16M | 4.76% | 6 |
|
|
2023
Q2 | $124M | Buy |
+2,406,663
| New | +$124M | 4.81% | 5 |
|
|
2023
Q1 | – | Sell |
-20,473
| Closed | -$921K | – | 112 |
|
|
2022
Q4 | $921K | Buy |
+20,473
| New | +$921K | 0.05% | 84 |
|