WF
Wayfinding Financial’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 | $493K | Buy |
+6,645
| New | +$493K | 0.22% | 74 |
|
|
2023
Q1 | – | Sell |
-20,563
| Closed | -$1.04M | – | 127 |
|
|
2022
Q4 | $1.04M | Sell |
20,563
-8,784
| -30% | -$445K | 0.84% | 21 |
|
|
2022
Q3 | $1.23M | Buy |
29,347
+2,253
| +8% | +$94.6K | 1.15% | 15 |
|
|
2022
Q2 | $1.2M | Buy |
27,094
+2,045
| +8% | +$90.6K | 1.06% | 17 |
|
|
2022
Q1 | $1.21M | Buy |
25,049
+4,486
| +22% | +$217K | 1.01% | 16 |
|
|
2021
Q4 | $1.04M | Buy |
+20,563
| New | +$1.04M | 0.84% | 21 |
|