Donaldson Capital Management’s State Street 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
Q3 | $516K | Buy |
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|
2025
Q2 | $401K | Buy |
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|
2025
Q1 | $331K | Sell |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $395K | Sell |
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|
2020
Q4 | $448K | Buy |
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|
2020
Q3 | $317K | Buy |
|