Triad Wealth Partners’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 | $7.89M | Buy |
108,578
+10,482
| +11% | +$762K | 1.59% | 15 |
|
|
2025
Q1 | $6.45M | Buy |
98,096
+45,872
| +88% | +$3.02M | 2.01% | 11 |
|
|
2024
Q4 | $3.6M | Sell |
52,224
-34,894
| -40% | -$2.41M | 1.3% | 17 |
|
|
2024
Q3 | $5.88M | Buy |
87,118
+19,696
| +29% | +$1.33M | 3.13% | 9 |
|
|
2024
Q2 | $4.31M | Sell |
67,422
-1,697
| -2% | -$109K | 2.26% | 13 |
|
|
2024
Q1 | $4.25M | Buy |
+69,119
| New | +$4.25M | 3.26% | 10 |
|