Beacon Bridge Wealth Partners’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 | $8.09M | Buy |
84,900
+119
| +0.1% | +$11.3K | 3.21% | 10 |
|
|
2025
Q1 | $6.81M | Buy |
84,781
+2,347
| +3% | +$189K | 2.91% | 11 |
|
|
2024
Q4 | $7.25M | Buy |
82,434
+5,902
| +8% | +$519K | 3.08% | 10 |
|
|
2024
Q3 | $6.35M | Buy |
76,532
+6,903
| +10% | +$573K | 2.73% | 10 |
|
|
2024
Q2 | $5.58M | Sell |
69,629
-491
| -0.7% | -$39.3K | 2.56% | 12 |
|
|
2024
Q1 | $5.13M | Buy |
70,120
+17,022
| +32% | +$1.25M | 2.42% | 10 |
|
|
2023
Q4 | $3.45M | Buy |
53,098
+16,435
| +45% | +$1.07M | 1.72% | 18 |
|
|
2023
Q3 | $2.17M | Sell |
36,663
-23,583
| -39% | -$1.4M | 1.15% | 26 |
|
|
2023
Q2 | $3.68M | Buy |
60,246
+26,936
| +81% | +$1.64M | 1.88% | 14 |
|
|
2023
Q1 | $1.84M | Sell |
33,310
-21,103
| -39% | -$1.17M | 1.11% | 21 |
|
|
2022
Q4 | $2.76M | Buy |
+54,413
| New | +$2.76M | 2% | 13 |
|