Treasure Coast Financial Planning’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 | $1.85M | Sell |
25,428
-57
| -0.2% | -$4.14K | 1.08% | 18 |
|
|
2025
Q1 | $1.68M | Sell |
25,485
-111
| -0.4% | -$7.3K | 1.04% | 18 |
|
|
2024
Q4 | $1.76M | Hold |
25,596
| – | – | 1.16% | 18 |
|
|
2024
Q3 | $1.73M | Hold |
25,596
| – | – | 1.07% | 18 |
|
|
2024
Q2 | $1.64M | Sell |
25,596
-251
| -1% | -$16.1K | 1.08% | 19 |
|
|
2024
Q1 | $1.59M | Sell |
25,847
-251
| -1% | -$15.4K | 1.04% | 19 |
|
|
2023
Q4 | $1.46M | Sell |
26,098
-179
| -0.7% | -$10K | 1.02% | 19 |
|
|
2023
Q3 | $1.32M | Sell |
26,277
-33
| -0.1% | -$1.66K | 0.92% | 19 |
|
|
2023
Q2 | $1.37M | Sell |
26,310
-519
| -2% | -$27K | 0.93% | 20 |
|
|
2023
Q1 | $1.29M | Sell |
26,829
-1,165
| -4% | -$56.1K | 0.9% | 21 |
|
|
2022
Q4 | $1.26M | Buy |
+27,994
| New | +$1.26M | 0.94% | 21 |
|