Summit Financial Strategies’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Summit Financial Strategies’s Portfolio SPLG Stock Details SPLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$470K	Buy
2025 Q1	$424K	Sell
2024 Q4	$600K	Sell
2024 Q3	$593K	Buy
2024 Q2	$553K	Buy
2024 Q1	$327K	Hold
2023 Q4	$297K	Sell
2023 Q3	$285K	Buy