Aviso Wealth Management’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 | $621K | Buy |
6,519
+1,092
| +20% | +$104K | 0.29% | 81 |
|
|
2025
Q1 | $436K | Sell |
5,427
-106
| -2% | -$8.52K | 0.23% | 89 |
|
|
2024
Q4 | $486K | Sell |
5,533
-130
| -2% | -$11.4K | 0.25% | 90 |
|
|
2024
Q3 | $470K | Sell |
5,663
-917
| -14% | -$76.1K | 0.25% | 90 |
|
|
2024
Q2 | $527K | Sell |
6,580
-787
| -11% | -$63.1K | 0.31% | 75 |
|
|
2024
Q1 | $539K | Sell |
7,367
-860
| -10% | -$62.9K | 0.34% | 76 |
|
|
2023
Q4 | $535K | Buy |
+8,227
| New | +$535K | 0.39% | 65 |
|