WealthPlan Investment Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
+145,934
| New | +$10.6M | 0.77% | 45 |
|
|
2024
Q1 | – | Sell |
-3,971
| Closed | -$222K | – | 201 |
|
|
2023
Q4 | $222K | Buy |
+3,971
| New | +$222K | 0.04% | 178 |
|
|
2023
Q3 | – | Sell |
-343
| Closed | -$17.9K | – | 328 |
|
|
2023
Q2 | $17.9K | Buy |
+343
| New | +$17.9K | 0.01% | 249 |
|
|
2023
Q1 | – | Sell |
-114,243
| Closed | -$5.54M | – | 556 |
|
|
2022
Q4 | $5.54M | Buy |
114,243
+10,433
| +10% | +$506K | 0.39% | 67 |
|
|
2022
Q3 | $4.8M | Buy |
+103,810
| New | +$4.8M | 0.35% | 72 |
|
|
2022
Q1 | $4.72M | Buy |
+97,317
| New | +$4.72M | 0.33% | 78 |
|