SFS
Summit Financial Strategies’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 | $470K | Buy |
6,470
+26
| +0.4% | +$1.89K | 0.04% | 91 |
|
|
2025
Q1 | $424K | Sell |
6,444
-2,266
| -26% | -$149K | 0.04% | 95 |
|
|
2024
Q4 | $600K | Sell |
8,710
-80
| -0.9% | -$5.52K | 0.07% | 71 |
|
|
2024
Q3 | $593K | Buy |
8,790
+155
| +2% | +$10.5K | 0.07% | 71 |
|
|
2024
Q2 | $553K | Buy |
8,635
+3,322
| +63% | +$213K | 0.07% | 72 |
|
|
2024
Q1 | $327K | Hold |
5,313
| – | – | 0.05% | 107 |
|
|
2023
Q4 | $297K | Sell |
5,313
-356
| -6% | -$19.9K | 0.05% | 113 |
|
|
2023
Q3 | $285K | Buy |
+5,669
| New | +$285K | 0.05% | 102 |
|