Financial Council’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 | $7.74M | Buy |
81,206
+1,593
| +2% | +$152K | 3.73% | 7 |
|
2025
Q1 | $6.4M | Buy |
79,613
+434
| +0.5% | +$34.9K | 3.45% | 7 |
|
2024
Q4 | $6.96M | Buy |
79,179
+865
| +1% | +$76K | 3.59% | 7 |
|
2024
Q3 | $6.5M | Buy |
78,314
+2,130
| +3% | +$177K | 3.38% | 8 |
|
2024
Q2 | $6.1M | Buy |
76,184
+5,891
| +8% | +$472K | 3.41% | 8 |
|
2024
Q1 | $5.14M | Buy |
70,293
+4,247
| +6% | +$311K | 3.04% | 8 |
|
2023
Q4 | $4.3M | Buy |
66,046
+8,029
| +14% | +$522K | 2.88% | 10 |
|
2023
Q3 | $3.44M | Buy |
58,017
+8,747
| +18% | +$519K | 2.74% | 11 |
|
2023
Q2 | $3.01M | Buy |
49,270
+6,700
| +16% | +$409K | 2.29% | 12 |
|
2023
Q1 | $2.36M | Buy |
42,570
+1,902
| +5% | +$105K | 1.92% | 15 |
|
2022
Q4 | $2.06M | Sell |
40,668
-89,528
| -69% | -$4.54M | 1.29% | 21 |
|
2022
Q3 | $6.52M | Buy |
130,196
+13,026
| +11% | +$653K | 7.53% | 4 |
|
2022
Q2 | $6.13M | Buy |
117,170
+11,495
| +11% | +$601K | 7.64% | 4 |
|
2022
Q1 | $7M | Buy |
105,675
+8,309
| +9% | +$550K | 8.47% | 3 |
|
2021
Q4 | $7.06M | Buy |
97,366
+17,523
| +22% | +$1.27M | 8.43% | 3 |
|
2021
Q3 | $5.11M | Buy |
+79,843
| New | +$5.11M | 7.21% | 4 |
|