ULWM
Upper Left Wealth Management’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 | $7.77M | Buy |
106,828
+12,435
| +13% | +$904K | 5.18% | 2 |
|
|
2025
Q1 | $6.21M | Buy |
94,393
+18,260
| +24% | +$1.2M | 4.45% | 2 |
|
|
2024
Q4 | $5.25M | Buy |
76,133
+4,334
| +6% | +$299K | 4.49% | 4 |
|
|
2024
Q3 | $4.76M | Buy |
71,799
+933
| +1% | +$61.8K | 4.16% | 6 |
|
|
2024
Q2 | $4.54M | Buy |
70,866
+558
| +0.8% | +$35.7K | 4.1% | 4 |
|
|
2024
Q1 | $4.33M | Sell |
70,308
-426
| -0.6% | -$26.2K | 4.01% | 6 |
|
|
2023
Q4 | $3.95M | Sell |
70,734
-2,641
| -4% | -$148K | 3.87% | 9 |
|
|
2023
Q3 | $3.69M | Buy |
73,375
+20,648
| +39% | +$1.04M | 3.84% | 9 |
|
|
2023
Q2 | $2.75M | Buy |
52,727
+779
| +1% | +$40.6K | 3.05% | 15 |
|
|
2023
Q1 | $2.5M | Buy |
51,948
+47
| +0.1% | +$2.26K | 2.84% | 16 |
|
|
2022
Q4 | $2.33M | Buy |
51,901
+44,784
| +629% | +$2.01M | 2.76% | 15 |
|
|
2022
Q3 | $2.6M | Sell |
7,117
-568
| -7% | -$208K | 3.38% | 12 |
|
|
2022
Q2 | $2.9M | Buy |
7,685
+534
| +7% | +$201K | 3.36% | 12 |
|
|
2022
Q1 | $3.24M | Sell |
7,151
-37,313
| -84% | -$16.9M | 3.36% | 13 |
|
|
2021
Q4 | $2.49M | Buy |
+44,464
| New | +$2.49M | 2.49% | 18 |
|