Spire Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
20,700
-273
| -1% | -$14.2K | 0.04% | 352 |
|
|
2025
Q1 | $965K | Buy |
20,973
+15,216
| +264% | +$700K | 0.03% | 408 |
|
|
2024
Q4 | $288K | Sell |
5,757
-85
| -1% | -$4.25K | 0.01% | 721 |
|
|
2024
Q3 | $278K | Buy |
5,842
+55
| +1% | +$2.61K | 0.01% | 651 |
|
|
2024
Q2 | $265K | Buy |
5,787
+110
| +2% | +$5.03K | 0.01% | 646 |
|
|
2024
Q1 | $239K | Buy |
5,677
+11
| +0.2% | +$463 | ﹤0.01% | 728 |
|
|
2023
Q4 | $220K | Buy |
5,666
+511
| +10% | +$19.9K | 0.01% | 731 |
|
|
2023
Q3 | $175K | Sell |
5,155
-195
| -4% | -$6.62K | 0.01% | 749 |
|
|
2023
Q2 | $187K | Sell |
5,350
-200
| -4% | -$7K | 0.01% | 741 |
|
|
2023
Q1 | $172K | Sell |
5,550
-5,560
| -50% | -$173K | 0.01% | 777 |
|
|
2022
Q4 | $306K | Sell |
11,110
-700
| -6% | -$19.3K | 0.02% | 454 |
|
|
2022
Q3 | $318K | Sell |
11,810
-1,200
| -9% | -$32.3K | 0.02% | 425 |
|
|
2022
Q2 | $373K | Sell |
13,010
-1,580
| -11% | -$45.3K | 0.02% | 564 |
|
|
2022
Q1 | $513K | Sell |
14,590
-510
| -3% | -$17.9K | 0.01% | 566 |
|
|
2021
Q4 | $558K | Buy |
15,100
+30
| +0.2% | +$1.11K | 0.01% | 660 |
|
|
2021
Q3 | $497K | Buy |
15,070
+30
| +0.2% | +$989 | 0.01% | 589 |
|
|
2021
Q2 | $490K | Buy |
15,040
+1,960
| +15% | +$63.9K | 0.01% | 612 |
|
|
2021
Q1 | $388K | Buy |
+13,080
| New | +$388K | 0.01% | 755 |
|