WCA
Westover Capital Advisors’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 | $2.61M | Buy |
35,931
+138
| +0.4% | +$10K | 0.52% | 48 |
|
|
2025
Q1 | $2.35M | Buy |
35,793
+357
| +1% | +$23.5K | 0.52% | 50 |
|
|
2024
Q4 | $2.44M | Sell |
35,436
-34,392
| -49% | -$2.37M | 0.54% | 45 |
|
|
2024
Q3 | $4.71M | Buy |
69,828
+34,811
| +99% | +$2.35M | 0.91% | 25 |
|
|
2024
Q2 | $2.24M | Buy |
35,017
+28
| +0.1% | +$1.79K | 0.58% | 45 |
|
|
2024
Q1 | $2.15M | Sell |
34,989
-520
| -1% | -$32K | 0.63% | 45 |
|
|
2023
Q4 | $1.98M | Buy |
35,509
+752
| +2% | +$42K | 0.65% | 45 |
|
|
2023
Q3 | $1.75M | Sell |
34,757
-3,898
| -10% | -$196K | 0.63% | 44 |
|
|
2023
Q2 | $2.01M | Buy |
38,655
+920
| +2% | +$47.9K | 0.7% | 40 |
|
|
2023
Q1 | $1.82M | Buy |
37,735
+1,883
| +5% | +$90.7K | 0.67% | 40 |
|
|
2022
Q4 | $1.61M | Sell |
35,852
-676
| -2% | -$30.4K | 0.64% | 47 |
|
|
2022
Q3 | $1.53M | Sell |
36,528
-326
| -0.9% | -$13.7K | 0.59% | 55 |
|
|
2022
Q2 | $1.63M | Buy |
36,854
+2,310
| +7% | +$102K | 0.6% | 48 |
|
|
2022
Q1 | $1.84M | Buy |
34,544
+612
| +2% | +$32.5K | 0.57% | 51 |
|
|
2021
Q4 | $1.89M | Sell |
33,932
-375
| -1% | -$20.9K | 0.55% | 55 |
|
|
2021
Q3 | $1.73M | Sell |
34,307
-750
| -2% | -$37.8K | 0.54% | 56 |
|
|
2021
Q2 | $1.76M | Buy |
35,057
+946
| +3% | +$47.6K | 0.57% | 53 |
|
|
2021
Q1 | $1.59M | Sell |
34,111
-866
| -2% | -$40.4K | 0.55% | 55 |
|
|
2020
Q4 | $1.54M | Sell |
34,977
-726
| -2% | -$31.9K | 0.55% | 53 |
|
|
2020
Q3 | $1.41M | Sell |
35,703
-901
| -2% | -$35.5K | 0.58% | 49 |
|
|
2020
Q2 | $1.33M | Sell |
36,604
-4,199
| -10% | -$152K | 0.62% | 48 |
|
|
2020
Q1 | $1.23M | Buy |
40,803
+1,993
| +5% | +$60.3K | 0.67% | 46 |
|
|
2019
Q4 | $1.47M | Buy |
38,810
+187
| +0.5% | +$7.07K | 0.66% | 45 |
|
|
2019
Q3 | $1.35M | Buy |
38,623
+2,023
| +6% | +$70.5K | 0.64% | 45 |
|
|
2019
Q2 | $1.26M | Buy |
36,600
+1,399
| +4% | +$48.3K | 0.62% | 46 |
|
|
2019
Q1 | $1.17M | Buy |
35,201
+2,736
| +8% | +$90.9K | 0.61% | 47 |
|
|
2018
Q4 | $948K | Buy |
+32,465
| New | +$948K | 0.59% | 53 |
|