DWM
Dogwood 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 | $5.26M | Buy |
55,274
+4,051
| +8% | +$385K | 2.57% | 13 |
|
|
2025
Q1 | $4.12M | Buy |
51,223
+1,791
| +4% | +$144K | 2.16% | 16 |
|
|
2024
Q4 | $4.35M | Buy |
+49,432
| New | +$4.35M | 2.3% | 16 |
|
|
2024
Q3 | – | Sell |
-154
| Closed | -$12.3K | – | 624 |
|
|
2024
Q2 | $12.3K | Sell |
154
-74,155
| -100% | -$5.94M | 0.01% | 161 |
|
|
2024
Q1 | $5.44M | Buy |
74,309
+4,676
| +7% | +$342K | 3.68% | 7 |
|
|
2023
Q4 | $4.53M | Buy |
+69,633
| New | +$4.53M | 3.54% | 6 |
|