FWP
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Falcon Wealth Planning’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Falcon Wealth Planning’s Portfolio SPYG Stock Details SPYG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$246K Sell
2,583
-1,367
-35% -$130K 0.02% 154
2025
Q1 		$317K Hold
3,950
– – 0.04% 133
2024
Q4 		$347K Buy
+3,950
New +$347K 0.04% 125