TPG Financial Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Hold |
5,575
| – | – | 0.16% | 51 |
|
|
2025
Q1 | $367K | Hold |
5,575
| – | – | 0.16% | 48 |
|
|
2024
Q4 | $384K | Hold |
5,575
| – | – | 0.17% | 51 |
|
|
2024
Q3 | $376K | Hold |
5,575
| – | – | 0.17% | 49 |
|
|
2024
Q2 | $357K | Buy |
+5,575
| New | +$357K | 0.17% | 49 |
|
|
2023
Q4 | $311K | Hold |
5,575
| – | – | 0.16% | 52 |
|
|
2023
Q3 | $280K | Hold |
5,575
| – | – | 0.14% | 49 |
|
|
2023
Q2 | $291K | Hold |
5,575
| – | – | 0.15% | 45 |
|
|
2023
Q1 | $268K | Hold |
5,575
| – | – | 0.15% | 44 |
|
|
2022
Q4 | $251K | Hold |
5,575
| – | – | 0.15% | 41 |
|
|
2022
Q3 | $234K | Hold |
5,575
| – | – | 0.14% | 43 |
|
|
2022
Q2 | $247K | Hold |
5,575
| – | – | 0.17% | 36 |
|
|
2022
Q1 | $296K | Hold |
5,575
| – | – | 0.18% | 36 |
|
|
2021
Q4 | $311K | Hold |
5,575
| – | – | 0.19% | 34 |
|
|
2021
Q3 | $281K | Hold |
5,575
| – | – | 0.19% | 33 |
|
|
2021
Q2 | $281K | Sell |
5,575
-480
| -8% | -$24.2K | 0.2% | 33 |
|
|
2021
Q1 | $282K | Buy |
+6,055
| New | +$282K | 0.2% | 35 |
|