Wilson & Boucher Capital Management’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 | $429K | Hold |
5,900
| – | – | 0.3% | 79 |
|
|
2025
Q1 | $388K | Hold |
5,900
| – | – | 0.29% | 83 |
|
|
2024
Q4 | $407K | Hold |
5,900
| – | – | 0.29% | 83 |
|
|
2024
Q3 | $398K | Hold |
5,900
| – | – | 0.27% | 84 |
|
|
2024
Q2 | $378K | Hold |
5,900
| – | – | 0.29% | 81 |
|
|
2024
Q1 | $363K | Hold |
5,900
| – | – | 0.29% | 85 |
|
|
2023
Q4 | $330K | Buy |
5,900
+900
| +18% | +$50.3K | 0.28% | 85 |
|
|
2023
Q3 | $251K | Buy |
+5,000
| New | +$251K | 0.24% | 88 |
|