SGWM
Sterling Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75M | Buy |
1,031,134
+112,051
| +12% | +$8.14M | 41.48% | 1 |
|
|
2025
Q1 | $60.4M | Buy |
919,083
+18,861
| +2% | +$1.24M | 32.41% | 1 |
|
|
2024
Q4 | $62.1M | Buy |
900,222
+27,523
| +3% | +$1.9M | 32.2% | 1 |
|
|
2024
Q3 | $58.9M | Buy |
872,699
+51,339
| +6% | +$3.47M | 31.24% | 1 |
|
|
2024
Q2 | $52.6M | Buy |
+821,360
| New | +$52.6M | 30.18% | 1 |
|
|
2024
Q1 | – | Sell |
-160,829
| Closed | -$8.99M | – | 38 |
|
|
2023
Q4 | $8.99M | Buy |
+160,829
| New | +$8.99M | 6.99% | 4 |
|