Stokes Family Office’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 | $599K | Buy |
+8,245
| New | +$599K | 0.06% | 148 |
|
|
2023
Q4 | – | Sell |
-9,036
| Closed | -$454K | – | 325 |
|
|
2023
Q3 | $454K | Hold |
9,036
| – | – | 0.05% | 197 |
|
|
2023
Q2 | $471K | Buy |
+9,036
| New | +$471K | 0.05% | 185 |
|
|
2022
Q4 | – | Sell |
-8,237
| Closed | -$346K | – | 299 |
|
|
2022
Q3 | $346K | Buy |
8,237
+1,240
| +18% | +$52.1K | 0.05% | 190 |
|
|
2022
Q2 | $310K | Buy |
+6,997
| New | +$310K | 0.04% | 205 |
|