WFAG
Worth Financial Advisory Group’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 | $2.6M | Sell |
35,758
-208
| -0.6% | -$15.1K | 1.6% | 15 |
|
|
2025
Q1 | $2.37M | Sell |
35,966
-346
| -1% | -$22.8K | 1.5% | 15 |
|
|
2024
Q4 | $2.5M | Sell |
36,312
-579
| -2% | -$39.9K | 1.54% | 16 |
|
|
2024
Q3 | $2.49M | Buy |
36,891
+258
| +0.7% | +$17.4K | 1.46% | 15 |
|
|
2024
Q2 | $2.34M | Sell |
36,633
-1,311
| -3% | -$83.9K | 1.54% | 16 |
|
|
2024
Q1 | $2.33M | Sell |
37,944
-588
| -2% | -$36.2K | 1.62% | 15 |
|
|
2023
Q4 | $2.15M | Sell |
38,532
-462
| -1% | -$25.8K | 1.72% | 14 |
|
|
2023
Q3 | $1.96M | Sell |
38,994
-916
| -2% | -$46K | 1.77% | 14 |
|
|
2023
Q2 | $2.08M | Sell |
39,910
-1,980
| -5% | -$103K | 1.93% | 14 |
|
|
2023
Q1 | $2.02M | Sell |
41,890
-809
| -2% | -$39K | 1.93% | 14 |
|
|
2022
Q4 | $1.92M | Buy |
+42,699
| New | +$1.92M | 2.23% | 11 |
|