BWM
Buska Wealth Management’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 | $44.3M | Buy |
464,484
+23,082
| +5% | +$2.2M | 12.1% | 3 |
|
|
2025
Q1 | $35.5M | Buy |
441,402
+15,422
| +4% | +$1.24M | 11.12% | 3 |
|
|
2024
Q4 | $37.4M | Buy |
425,980
+25,182
| +6% | +$2.21M | 11.98% | 3 |
|
|
2024
Q3 | $33.2M | Buy |
400,798
+24,196
| +6% | +$2.01M | 11.59% | 3 |
|
|
2024
Q2 | $30.2M | Buy |
376,602
+31,194
| +9% | +$2.5M | 12.03% | 3 |
|
|
2024
Q1 | $25.3M | Buy |
+345,408
| New | +$25.3M | 11.08% | 3 |
|