Concord Wealth Partners’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
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|
2025
Q1 | $11.2M | Buy |
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|
2024
Q4 | $12.1M | Sell |
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|
2024
Q3 | $11.9M | Sell |
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|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $11.6M | Sell |
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|
2023
Q3 | $14M | Sell |
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|
2023
Q2 | $16.3M | Sell |
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|
2023
Q1 | $16.2M | Sell |
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|
2022
Q4 | $14.9M | Buy |
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|
2022
Q3 | $11.8M | Buy |
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|
2022
Q2 | $7.25M | Buy |
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|
2022
Q1 | $7.27M | Buy |
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|
2021
Q4 | $3.72M | Buy |
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