TVWM
Tower View Wealth Management’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 | $7.73M | Buy |
106,348
+6,800
| +7% | +$494K | 4.01% | 5 |
|
|
2025
Q1 | $6.55M | Buy |
99,548
+39,894
| +67% | +$2.62M | 3.81% | 6 |
|
|
2024
Q4 | $4.11M | Buy |
59,654
+17,455
| +41% | +$1.2M | 2.17% | 19 |
|
|
2024
Q3 | $2.85M | Buy |
42,199
+11,084
| +36% | +$748K | 1.56% | 29 |
|
|
2024
Q2 | $1.99M | Buy |
31,115
+26,362
| +555% | +$1.69M | 1.14% | 37 |
|
|
2024
Q1 | $292K | Buy |
4,753
+4,138
| +673% | +$255K | 0.17% | 56 |
|
|
2023
Q4 | $34K | Buy |
615
+496
| +417% | +$27.4K | 0.02% | 91 |
|
|
2023
Q3 | $6K | Buy |
+119
| New | +$6K | ﹤0.01% | 134 |
|