Avion Wealth’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Buy
1,959
+92
+5% +$8.74K 0.04% 97
2025
Q1
$164K Hold
1,867
0.04% 96
2024
Q4
$164K Sell
1,867
-45
-2% -$3.95K 0.04% 96
2024
Q3
$158K Sell
1,912
-128
-6% -$10.6K 0.04% 88
2024
Q2
$163K Sell
2,040
-69
-3% -$5.51K 0.05% 82
2024
Q1
$155K Sell
2,109
-353
-14% -$25.9K 0.04% 83
2023
Q4
$160K Sell
2,462
-90
-4% -$5.85K 0.04% 80
2023
Q3
$151K Sell
2,552
-181
-7% -$10.7K 0.04% 78
2023
Q2
$166K Hold
2,733
0.04% 81
2023
Q1
$138K Hold
2,733
0.04% 85
2022
Q4
$136K Hold
2,733
0.04% 84
2022
Q3
$137K Hold
2,733
0.04% 83
2022
Q2
$143K Buy
+2,733
New +$143K 0.04% 72