BWG
Balanced Wealth Group’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7M | Buy |
251,650
+10,032
| +4% | +$985K | 10.73% | 3 |
|
|
2025
Q1 | $19.3M | Sell |
241,618
-32,857
| -12% | -$2.63M | 9.35% | 3 |
|
|
2024
Q4 | $21.5M | Sell |
274,475
-13,831
| -5% | -$1.08M | 9.66% | 3 |
|
|
2024
Q3 | $20.9M | Sell |
288,306
-984,519
| -77% | -$71.5M | 9.26% | 3 |
|
|
2024
Q2 | $20.8M | Sell |
1,272,825
-4,734
| -0.4% | -$77.3K | 9.46% | 3 |
|
|
2024
Q1 | $19.3M | Buy |
1,277,559
+1,165,022
| +1,035% | +$17.6M | 8.61% | 3 |
|
|
2023
Q4 | $7.32M | Buy |
+112,537
| New | +$7.32M | 3.81% | 7 |
|