UWM
USAdvisors 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 | $2.96M | Buy |
40,635
+485
| +1% | +$35.3K | 1.1% | 29 |
|
|
2025
Q1 | $2.64M | Sell |
40,150
-21,199
| -35% | -$1.39M | 0.92% | 31 |
|
|
2024
Q4 | $4.23M | Sell |
61,349
-2,992
| -5% | -$206K | 1.37% | 25 |
|
|
2024
Q3 | $4.33M | Sell |
64,341
-15,393
| -19% | -$1.03M | 1.51% | 22 |
|
|
2024
Q2 | $5.1M | Sell |
79,734
-17,392
| -18% | -$1.11M | 1.8% | 13 |
|
|
2024
Q1 | $5.98M | Sell |
97,126
-5,747
| -6% | -$354K | 2.26% | 11 |
|
|
2023
Q4 | $5.75M | Sell |
102,873
-141,704
| -58% | -$7.92M | 2.39% | 8 |
|
|
2023
Q3 | $12.3M | Sell |
244,577
-16,055
| -6% | -$807K | 5.49% | 2 |
|
|
2023
Q2 | $13.6M | Buy |
260,632
+4,780
| +2% | +$250K | 6.44% | 2 |
|
|
2023
Q1 | $12.3M | Sell |
255,852
-23,841
| -9% | -$1.15M | 5.87% | 1 |
|
|
2022
Q4 | $12.6M | Buy |
279,693
+351
| +0.1% | +$15.8K | 6.08% | 1 |
|
|
2022
Q3 | $11.7M | Sell |
279,342
-1,129
| -0.4% | -$47.4K | 6.01% | 1 |
|
|
2022
Q2 | $12.4M | Buy |
280,471
+10,784
| +4% | +$478K | 6.23% | 1 |
|
|
2022
Q1 | $14.3M | Sell |
269,687
-22,683
| -8% | -$1.21M | 6.11% | 1 |
|
|
2021
Q4 | $16.3M | Buy |
292,370
+21,244
| +8% | +$1.19M | 6.65% | 1 |
|
|
2021
Q3 | $13.7M | Buy |
271,126
+255,321
| +1,615% | +$12.9M | 5.92% | 1 |
|
|
2021
Q2 | $795K | Sell |
15,805
-194,656
| -92% | -$9.79M | 0.43% | 54 |
|
|
2021
Q1 | $9.81M | Buy |
210,461
+96,473
| +85% | +$4.5M | 4.74% | 2 |
|
|
2020
Q4 | $5.01M | Buy |
+113,988
| New | +$5.01M | 2.41% | 14 |
|