YHB Investment 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 | $2.23M | Sell |
30,681
-7,491
| -20% | -$545K | 0.17% | 116 |
|
|
2025
Q1 | $2.51M | Buy |
38,172
+11,172
| +41% | +$735K | 0.21% | 105 |
|
|
2024
Q4 | $1.86M | Sell |
27,000
-737
| -3% | -$50.8K | 0.15% | 123 |
|
|
2024
Q3 | $1.87M | Buy |
27,737
+11,698
| +73% | +$790K | 0.16% | 127 |
|
|
2024
Q2 | $1.03M | Buy |
16,039
+584
| +4% | +$37.4K | 0.09% | 146 |
|
|
2024
Q1 | $951K | Buy |
15,455
+6,372
| +70% | +$392K | 0.08% | 152 |
|
|
2023
Q4 | $508K | Buy |
9,083
+1,291
| +17% | +$72.2K | 0.05% | 189 |
|
|
2023
Q3 | $392K | Buy |
7,792
+2,571
| +49% | +$129K | 0.04% | 204 |
|
|
2023
Q2 | $272K | Sell |
5,221
-14,978
| -74% | -$781K | 0.03% | 234 |
|
|
2023
Q1 | $973K | Buy |
20,199
+4,027
| +25% | +$194K | 0.1% | 147 |
|
|
2022
Q4 | $727K | Buy |
+16,172
| New | +$727K | 0.08% | 162 |
|