Braun-Bostich & Associates’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 | $5.86M | Sell |
61,457
-6,837
| -10% | -$652K | 4% | 4 |
|
2025
Q1 | $5.49M | Sell |
68,294
-1,834
| -3% | -$147K | 4.06% | 5 |
|
2024
Q4 | $6.16M | Sell |
70,128
-3,074
| -4% | -$270K | 4.44% | 5 |
|
2024
Q3 | $6.07M | Sell |
73,202
-7,724
| -10% | -$641K | 4.23% | 5 |
|
2024
Q2 | $6.48M | Buy |
80,926
+56,184
| +227% | +$4.5M | 4.82% | 3 |
|
2024
Q1 | $1.81M | Buy |
+24,742
| New | +$1.81M | 1.52% | 14 |
|