Stone Summit Wealth’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 | $1.69M | Sell |
23,255
-1,254
| -5% | -$91.2K | 0.52% | 57 |
|
|
2025
Q1 | $1.61M | Sell |
24,509
-1,944
| -7% | -$128K | 0.55% | 57 |
|
|
2024
Q4 | $1.82M | Sell |
26,453
-503
| -2% | -$34.7K | 0.61% | 54 |
|
|
2024
Q3 | $1.82M | Sell |
26,956
-26
| -0.1% | -$1.76K | 0.59% | 55 |
|
|
2024
Q2 | $1.73M | Sell |
26,982
-50
| -0.2% | -$3.2K | 0.62% | 55 |
|
|
2024
Q1 | $1.66M | Sell |
27,032
-1,576
| -6% | -$97K | 0.58% | 57 |
|
|
2023
Q4 | $1.6M | Sell |
28,608
-477
| -2% | -$26.7K | 0.61% | 57 |
|
|
2023
Q3 | $1.46M | Sell |
29,085
-996
| -3% | -$50.1K | 0.63% | 58 |
|
|
2023
Q2 | $1.57M | Buy |
30,081
+4
| +0% | +$208 | 0.65% | 55 |
|
|
2023
Q1 | $1.45M | Sell |
30,077
-1,045
| -3% | -$50.3K | 0.64% | 55 |
|
|
2022
Q4 | $1.4M | Buy |
31,122
+826
| +3% | +$37.2K | 0.69% | 49 |
|
|
2022
Q3 | $1.27M | Hold |
30,296
| – | – | 0.78% | 47 |
|
|
2022
Q2 | $1.34M | Sell |
30,296
-4,390
| -13% | -$195K | 0.8% | 46 |
|
|
2022
Q1 | $1.85M | Sell |
34,686
-717
| -2% | -$38.2K | 1.03% | 32 |
|
|
2021
Q4 | $1.98M | Buy |
+35,403
| New | +$1.98M | 1.6% | 21 |
|