Stonehaven Wealth & Tax Solutions’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
$10.3M Buy
141,190
+2,765
+2% +$201K 10.02% 2
2025
Q1
$9.1M Buy
138,425
+3,683
+3% +$242K 9.62% 2
2024
Q4
$9.29M Buy
+134,742
New +$9.29M 10.11% 1