SWM
Spire Wealth Management’s Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
3,246
-5,781
| -64% | -$702K | 0.01% | 566 |
|
|
2025
Q1 | $994K | Buy |
9,027
+74
| +0.8% | +$8.15K | 0.03% | 401 |
|
|
2024
Q4 | $1.03M | Buy |
8,953
+1,009
| +13% | +$116K | 0.03% | 387 |
|
|
2024
Q3 | $897K | Sell |
7,944
-744
| -9% | -$84K | 0.03% | 396 |
|
|
2024
Q2 | $929K | Sell |
8,688
-126,767
| -94% | -$13.6M | 0.03% | 353 |
|
|
2024
Q1 | $14.1M | Sell |
135,455
-20,560
| -13% | -$2.13M | 0.26% | 82 |
|
|
2023
Q4 | $14.9M | Buy |
156,015
+28,066
| +22% | +$2.68M | 0.49% | 43 |
|
|
2023
Q3 | $10.8M | Buy |
127,949
+223
| +0.2% | +$18.8K | 0.41% | 58 |
|
|
2023
Q2 | $11.2M | Buy |
127,726
+263
| +0.2% | +$23K | 0.41% | 55 |
|
|
2023
Q1 | $10.4M | Buy |
127,463
+49,835
| +64% | +$4.05M | 0.4% | 51 |
|
|
2022
Q4 | $5.91M | Buy |
77,628
+13,339
| +21% | +$1.02M | 0.33% | 70 |
|
|
2022
Q3 | $4.57M | Sell |
64,289
-42,133
| -40% | -$2.99M | 0.28% | 85 |
|
|
2022
Q2 | $7.98M | Sell |
106,422
-108,090
| -50% | -$8.1M | 0.33% | 76 |
|
|
2022
Q1 | $18.8M | Sell |
214,512
-29,083
| -12% | -$2.54M | 0.5% | 42 |
|
|
2021
Q4 | $23.2M | Sell |
243,595
-58,509
| -19% | -$5.57M | 0.51% | 40 |
|
|
2021
Q3 | $26.1M | Buy |
302,104
+8,335
| +3% | +$719K | 0.69% | 28 |
|
|
2021
Q2 | $25.3M | Sell |
293,769
-40,408
| -12% | -$3.48M | 0.68% | 26 |
|
|
2021
Q1 | $26.3M | Buy |
+334,177
| New | +$26.3M | 0.7% | 24 |
|