DWM
Diversify 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 | $57.8M | Buy |
576,325
+38,179
| +7% | +$3.83M | 3.57% | 1 |
|
|
2025
Q1 | $44.1M | Buy |
538,146
+108,656
| +25% | +$8.91M | 3.28% | 2 |
|
|
2024
Q4 | $37.6M | Buy |
429,490
+134,620
| +46% | +$11.8M | 2.93% | 3 |
|
|
2024
Q3 | $24.6M | Buy |
294,870
+43,682
| +17% | +$3.65M | 2.37% | 3 |
|
|
2024
Q2 | $18.4M | Buy |
+251,188
| New | +$18.4M | 2.29% | 5 |
|