Wells Financial Advisors’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 | $1.05M | Sell |
14,425
-580
| -4% | -$42.2K | 1.44% | 22 |
|
|
2025
Q1 | $987K | Buy |
15,005
+590
| +4% | +$38.8K | 1.36% | 24 |
|
|
2024
Q4 | $994K | Sell |
14,415
-8,162
| -36% | -$563K | 1.35% | 20 |
|
|
2024
Q3 | $1.52M | Sell |
22,577
-107,744
| -83% | -$7.27M | 2.06% | 17 |
|
|
2024
Q2 | $8.34M | Buy |
130,321
+46,448
| +55% | +$2.97M | 5.49% | 5 |
|
|
2024
Q1 | $5.16M | Buy |
+83,873
| New | +$5.16M | 3.52% | 14 |
|