Dynasty Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295M | Sell |
3,095,856
-660,964
| -18% | -$63M | 5.03% | 4 |
|
|
2025
Q1 | $302M | Buy |
3,756,820
+214,211
| +6% | +$17.2M | 5.03% | 4 |
|
|
2024
Q4 | $311M | Buy |
+3,542,609
| New | +$311M | 5.37% | 4 |
|
|
2024
Q3 | – | Sell |
-3,478,989
| Closed | -$279M | – | 261 |
|
|
2024
Q2 | $279M | Sell |
3,478,989
-110,972
| -3% | -$8.89M | 8.22% | 2 |
|
|
2024
Q1 | $263M | Buy |
+3,589,961
| New | +$263M | 8.37% | 2 |
|