Trademark Financial Management’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	$3.49M	Buy	47,993 +11,691	+32%	+$850K	2.13%	14
2025 Q1	$2.39M	Buy	36,302 +12,382	+52%	+$814K	1.82%	15
2024 Q4	$1.65M	Buy	+23,920	New	+$1.65M	1.31%	20