Upper Left Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Buy |
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|
2025
Q1 | $6.21M | Buy |
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|
2024
Q4 | $5.25M | Buy |
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|
2024
Q3 | $4.76M | Buy |
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|
2024
Q2 | $4.54M | Buy |
|
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|
2024
Q1 | $4.33M | Sell |
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|
2023
Q4 | $3.95M | Sell |
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|
2023
Q3 | $3.69M | Buy |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $2.5M | Buy |
|
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $2.6M | Sell |
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|
2022
Q2 | $2.9M | Buy |
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|
2022
Q1 | $3.24M | Sell |
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|
2021
Q4 | $2.49M | Buy |
|