Widmann Financial Services’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
$269K Buy
3,701
+622
+20% +$45.2K 0.19% 96
2025
Q1
$202K Buy
+3,079
New +$202K 0.16% 101
2024
Q3
Sell
-2,346
Closed -$150K 128
2024
Q2
$150K Buy
+2,346
New +$150K 0.12% 111