Exencial Wealth Advisors’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
$732K Sell
7,678
-49
-0.6% -$4.67K 0.03% 326
2025
Q1
$621K Buy
7,727
+38
+0.5% +$3.05K 0.02% 343
2024
Q4
$676K Sell
7,689
-1
-0% -$88 0.02% 327
2024
Q3
$638K Sell
7,690
-273
-3% -$22.6K 0.02% 323
2024
Q2
$638K Buy
+7,963
New +$638K 0.02% 318