Beacon Financial Advisory’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 Q1	–	Sell	-6,360	Closed	-$559K	–	337
2024 Q4	$559K	Buy	6,360 +1,402	+28%	+$123K	0.18%	148
2024 Q3	$411K	Sell	4,958 -282	-5%	-$23.4K	0.14%	180
2024 Q2	$420K	Buy	+5,240	New	+$420K	0.16%	167