TRIA
Trail Ridge Investment Advisors’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 | $294K | Sell |
3,950
-2,513
| -39% | -$187K | 0.14% | 87 |
|
|
2025
Q1 | $425K | Buy |
6,463
+117
| +2% | +$7.69K | 0.22% | 71 |
|
|
2024
Q4 | $437K | Buy |
6,346
+136
| +2% | +$9.38K | 0.21% | 79 |
|
|
2024
Q3 | $422K | Buy |
6,210
+102
| +2% | +$6.93K | 0.2% | 79 |
|
|
2024
Q2 | $391K | Buy |
6,108
+2,294
| +60% | +$147K | 0.2% | 78 |
|
|
2024
Q1 | $235K | Buy |
+3,814
| New | +$235K | 0.13% | 96 |
|