Empirical Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
3,726
-705
-16% -$67.2K 0.01% 487
2025
Q1
$356K Sell
4,431
-11
-0.2% -$884 0.01% 469
2024
Q4
$390K Buy
4,442
+1,711
+63% +$150K 0.01% 442
2024
Q3
$227K Sell
2,731
-184
-6% -$15.3K 0.01% 512
2024
Q2
$234K Hold
2,915
0.01% 502
2024
Q1
$213K Sell
2,915
-357
-11% -$26.1K 0.01% 498
2023
Q4
$213K Buy
+3,272
New +$213K 0.01% 463
2023
Q3
Sell
-4,390
Closed -$268K 492
2023
Q2
$268K Buy
+4,390
New +$268K 0.01% 386