Spire 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 | $689K | Sell |
9,478
-39,752
| -81% | -$2.89M | 0.02% | 441 |
|
|
2025
Q1 | $3.24M | Buy |
49,230
+1,634
| +3% | +$107K | 0.1% | 175 |
|
|
2024
Q4 | $3.28M | Buy |
47,596
+2,244
| +5% | +$155K | 0.1% | 173 |
|
|
2024
Q3 | $3.06M | Buy |
45,352
+645
| +1% | +$43.5K | 0.1% | 164 |
|
|
2024
Q2 | $2.86M | Buy |
44,707
+2,214
| +5% | +$142K | 0.1% | 183 |
|
|
2024
Q1 | $2.61M | Buy |
42,493
+5,776
| +16% | +$355K | 0.05% | 215 |
|
|
2023
Q4 | $2.08M | Buy |
36,717
+3,925
| +12% | +$223K | 0.07% | 233 |
|
|
2023
Q3 | $1.65M | Buy |
32,792
+7,921
| +32% | +$398K | 0.06% | 249 |
|
|
2023
Q2 | $1.3M | Buy |
24,871
+2,554
| +11% | +$133K | 0.05% | 298 |
|
|
2023
Q1 | $1.07M | Buy |
22,317
+17,694
| +383% | +$852K | 0.04% | 329 |
|
|
2022
Q4 | $208K | Buy |
4,623
+208
| +5% | +$9.36K | 0.01% | 552 |
|
|
2022
Q3 | $185K | Sell |
4,415
-526
| -11% | -$22K | 0.01% | 551 |
|
|
2022
Q2 | $219K | Buy |
4,941
+514
| +12% | +$22.8K | 0.01% | 728 |
|
|
2022
Q1 | $235K | Sell |
4,427
-51
| -1% | -$2.71K | 0.01% | 825 |
|
|
2021
Q4 | $250K | Sell |
4,478
-709
| -14% | -$39.6K | 0.01% | 997 |
|
|
2021
Q3 | $262K | Buy |
5,187
+3
| +0.1% | +$152 | 0.01% | 816 |
|
|
2021
Q2 | $261K | Sell |
5,184
-2,127
| -29% | -$107K | 0.01% | 836 |
|
|
2021
Q1 | $319K | Buy |
+7,311
| New | +$319K | 0.01% | 830 |
|