SPWG
Syntegra Private Wealth Group’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 | $5.13M | Sell |
70,515
-6,446
| -8% | -$469K | 0.52% | 24 |
|
2025
Q1 | $5.06M | Sell |
76,961
-2,513
| -3% | -$165K | 0.59% | 20 |
|
2024
Q4 | $5.48M | Sell |
79,474
-2,109
| -3% | -$145K | 0.62% | 20 |
|
2024
Q3 | $5.51M | Sell |
81,583
-4,378
| -5% | -$296K | 0.64% | 20 |
|
2024
Q2 | $5.5M | Sell |
85,961
-3,712
| -4% | -$238K | 0.7% | 19 |
|
2024
Q1 | $5.52M | Sell |
89,673
-15,632
| -15% | -$962K | 0.71% | 19 |
|
2023
Q4 | $5.89M | Buy |
105,305
+5,187
| +5% | +$290K | 0.83% | 18 |
|
2023
Q3 | $5.03M | Buy |
100,118
+3,417
| +4% | +$172K | 0.79% | 20 |
|
2023
Q2 | $5.04M | Sell |
96,701
-9,492
| -9% | -$495K | 0.77% | 21 |
|
2023
Q1 | $5.11M | Buy |
106,193
+1,223
| +1% | +$58.9K | 0.91% | 20 |
|
2022
Q4 | $4.72M | Buy |
+104,970
| New | +$4.72M | 0.95% | 18 |
|