SWM
StoneCrest 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 | $8.56M | Buy |
117,794
+3,929
| +3% | +$286K | 4.08% | 3 |
|
|
2025
Q1 | $7.49M | Buy |
113,865
+1,640
| +1% | +$108K | 4.76% | 3 |
|
|
2024
Q4 | $7.74M | Buy |
112,225
+4,076
| +4% | +$281K | 5.05% | 3 |
|
|
2024
Q3 | $7.3M | Buy |
108,149
+20,036
| +23% | +$1.35M | 5.31% | 3 |
|
|
2024
Q2 | $5.64M | Buy |
88,113
+234
| +0.3% | +$15K | 4.3% | 7 |
|
|
2024
Q1 | $5.41M | Buy |
87,879
+860
| +1% | +$52.9K | 4.68% | 7 |
|
|
2023
Q4 | $4.86M | Buy |
+87,019
| New | +$4.86M | 4.66% | 7 |
|