Welch Capital Partners’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 | $19.5M | Sell |
268,485
-69,912
| -21% | -$5.08M | 4.35% | 5 |
|
|
2025
Q1 | $22.3M | Buy |
338,397
+216,044
| +177% | +$14.2M | 5.3% | 4 |
|
|
2024
Q4 | $8.44M | Sell |
122,353
-7,821
| -6% | -$539K | 1.82% | 7 |
|
|
2024
Q3 | $8.79M | Buy |
130,174
+50,035
| +62% | +$3.38M | 1.96% | 7 |
|
|
2024
Q2 | $5.13M | Buy |
80,139
+65,359
| +442% | +$4.18M | 1.21% | 9 |
|
|
2024
Q1 | $909K | Hold |
14,780
| – | – | 0.23% | 11 |
|
|
2023
Q4 | $826K | Hold |
14,780
| – | – | 0.22% | 11 |
|
|
2023
Q3 | $743K | Buy |
+14,780
| New | +$743K | 0.21% | 12 |
|