WCM
Wealthcare Capital 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 | $7.1M | Sell |
97,632
-11,561
| -11% | -$840K | 0.75% | 13 |
|
|
2025
Q1 | $7.18M | Sell |
109,193
-14,092
| -11% | -$927K | 0.73% | 13 |
|
|
2024
Q4 | $8.5M | Buy |
123,285
+27,061
| +28% | +$1.87M | 0.86% | 12 |
|
|
2024
Q3 | $6.5M | Buy |
96,224
+24,138
| +33% | +$1.63M | 0.65% | 15 |
|
|
2024
Q2 | $4.61M | Buy |
72,086
+14,902
| +26% | +$954K | 0.49% | 15 |
|
|
2024
Q1 | $3.52M | Sell |
57,184
-5,044
| -8% | -$310K | 0.39% | 14 |
|
|
2023
Q4 | $3.48M | Buy |
62,228
+11,017
| +22% | +$616K | 0.4% | 14 |
|
|
2023
Q3 | $2.57M | Sell |
51,211
-2,622
| -5% | -$132K | 0.32% | 15 |
|
|
2023
Q2 | $2.81M | Sell |
53,833
-1,083
| -2% | -$56.4K | 0.33% | 14 |
|
|
2023
Q1 | $2.64M | Buy |
54,916
+2,575
| +5% | +$124K | 0.32% | 13 |
|
|
2022
Q4 | $2.35M | Buy |
52,341
+9,716
| +23% | +$437K | 0.3% | 14 |
|
|
2022
Q3 | $1.79M | Sell |
42,625
-1,614
| -4% | -$67.8K | 0.23% | 16 |
|
|
2022
Q2 | $1.96M | Buy |
44,239
+1,863
| +4% | +$82.6K | 0.21% | 16 |
|
|
2022
Q1 | $2.25M | Buy |
42,376
+8,706
| +26% | +$462K | 0.22% | 20 |
|
|
2021
Q4 | $1.88M | Sell |
33,670
-59
| -0.2% | -$3.29K | 0.17% | 23 |
|
|
2021
Q3 | $1.7M | Buy |
33,729
+892
| +3% | +$45K | 0.16% | 20 |
|
|
2021
Q2 | $1.65M | Buy |
32,837
+1,625
| +5% | +$81.8K | 0.16% | 22 |
|
|
2021
Q1 | $1.46M | Buy |
31,212
+5,567
| +22% | +$260K | 0.15% | 21 |
|
|
2020
Q4 | $1.13M | Sell |
25,645
-1,744
| -6% | -$76.6K | 0.12% | 26 |
|
|
2020
Q3 | $1.08M | Sell |
27,389
-9,576
| -26% | -$377K | 0.12% | 24 |
|
|
2020
Q2 | $1.34M | Buy |
36,965
+3,955
| +12% | +$143K | 0.16% | 21 |
|
|
2020
Q1 | $999K | Sell |
33,010
-11,611
| -26% | -$351K | 0.13% | 22 |
|
|
2019
Q4 | $1.69M | Buy |
44,621
+1,806
| +4% | +$68.3K | 0.2% | 20 |
|
|
2019
Q3 | $1.49M | Buy |
42,815
+10,304
| +32% | +$359K | 0.18% | 21 |
|
|
2019
Q2 | $1.12M | Buy |
32,511
+11,305
| +53% | +$390K | 0.16% | 24 |
|
|
2019
Q1 | $705K | Buy |
+21,206
| New | +$705K | 0.1% | 29 |
|