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

Summit Financial Wealth Advisors’s Portfolio SPLG Stock Details SPLG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-398,372
Closed -$26.9M – 159
2024
Q3 		$26.9M Buy
+398,372
New +$26.9M 5.04% 5