SFG
Sterling Financial Group’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Hold |
30,000
| – | – | 0.73% | 20 |
|
|
2025
Q1 | $1.97M | Hold |
30,000
| – | – | 0.71% | 23 |
|
|
2024
Q4 | $2.07M | Hold |
30,000
| – | – | 0.77% | 20 |
|
|
2024
Q3 | $2.03M | Buy |
30,000
+13,800
| +85% | +$932K | 0.87% | 15 |
|
|
2024
Q2 | $1.04M | Buy |
+16,200
| New | +$1.04M | 0.47% | 25 |
|