WWA
WCG Wealth Advisors’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 | $25.4M | Buy |
349,028
+39,504
| +13% | +$2.87M | 1.64% | 11 |
|
|
2025
Q1 | $20.4M | Sell |
309,524
-58,957
| -16% | -$3.88M | 1.55% | 14 |
|
|
2024
Q4 | $25.4M | Buy |
368,481
+2,359
| +0.6% | +$163K | 1.68% | 12 |
|
|
2024
Q3 | $24.7M | Sell |
366,122
-107,401
| -23% | -$7.25M | 1.67% | 10 |
|
|
2024
Q2 | $30.3M | Buy |
473,523
+331,922
| +234% | +$21.2M | 2.24% | 6 |
|
|
2024
Q1 | $8.71M | Sell |
141,601
-11,697
| -8% | -$720K | 0.73% | 39 |
|
|
2023
Q4 | $8.57M | Sell |
153,298
-15,181
| -9% | -$849K | 0.63% | 47 |
|
|
2023
Q3 | $8.47M | Buy |
168,479
+8,254
| +5% | +$415K | 0.62% | 49 |
|
|
2023
Q2 | $8.35M | Sell |
160,225
-14,763
| -8% | -$769K | 0.98% | 33 |
|
|
2023
Q1 | $8.43M | Buy |
+174,988
| New | +$8.43M | 1.08% | 28 |
|