Wealthspire Advisors (New York)’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 | $57.6M | Sell |
792,637
-45,573
| -5% | -$3.31M | 0.32% | 45 |
|
|
2025
Q1 | $55.1M | Sell |
838,210
-25,523
| -3% | -$1.68M | 0.33% | 45 |
|
|
2024
Q4 | $59.5M | Buy |
863,733
+77,753
| +10% | +$5.36M | 0.59% | 34 |
|
|
2024
Q3 | $53.1M | Sell |
785,980
-24,256
| -3% | -$1.64M | 0.54% | 38 |
|
|
2024
Q2 | $51.9M | Sell |
810,236
-3,019
| -0.4% | -$193K | 0.66% | 32 |
|
|
2024
Q1 | $50M | Sell |
813,255
-21,344
| -3% | -$1.31M | 0.67% | 30 |
|
|
2023
Q4 | $46.7M | Sell |
834,599
-20,385
| -2% | -$1.14M | 0.66% | 31 |
|
|
2023
Q3 | $43M | Sell |
854,984
-44,016
| -5% | -$2.21M | 0.71% | 28 |
|
|
2023
Q2 | $46.8M | Sell |
899,000
-11,834
| -1% | -$617K | 0.77% | 27 |
|
|
2023
Q1 | $43.9M | Buy |
910,834
+11,119
| +1% | +$535K | 0.75% | 28 |
|
|
2022
Q4 | $40.5M | Buy |
899,715
+46,714
| +5% | +$2.1M | 0.74% | 28 |
|
|
2022
Q3 | $35.8M | Sell |
853,001
-40,555
| -5% | -$1.7M | 0.75% | 27 |
|
|
2022
Q2 | $39.6M | Buy |
+893,556
| New | +$39.6M | 0.83% | 25 |
|
|
2021
Q4 | – | Sell |
-812,196
| Closed | -$41M | – | 618 |
|
|
2021
Q3 | $41M | Buy |
+812,196
| New | +$41M | 0.85% | 22 |
|