Fingerlakes 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 | $1.11M | Sell |
11,660
-275
| -2% | -$26.2K | 0.83% | 34 |
|
|
2025
Q1 | $959K | Sell |
11,935
-184
| -2% | -$14.8K | 0.82% | 34 |
|
|
2024
Q4 | $1.07M | Sell |
12,119
-272
| -2% | -$23.9K | 0.86% | 35 |
|
|
2024
Q3 | $1.03M | Sell |
12,391
-303
| -2% | -$25.1K | 0.85% | 35 |
|
|
2024
Q2 | $1.02M | Sell |
12,694
-79
| -0.6% | -$6.33K | 0.91% | 35 |
|
|
2024
Q1 | $934K | Sell |
12,773
-147
| -1% | -$10.8K | 0.9% | 34 |
|
|
2023
Q4 | $841K | Sell |
12,920
-40
| -0.3% | -$2.6K | 0.9% | 34 |
|
|
2023
Q3 | $768K | Sell |
12,960
-276
| -2% | -$16.4K | 0.94% | 33 |
|
|
2023
Q2 | $808K | Sell |
13,236
-453
| -3% | -$27.6K | 0.92% | 33 |
|
|
2023
Q1 | $758K | Sell |
13,689
-310
| -2% | -$17.2K | 0.94% | 33 |
|
|
2022
Q4 | $709K | Buy |
13,999
+12
| +0.1% | +$608 | 0.98% | 31 |
|
|
2022
Q3 | $701K | Buy |
13,987
+308
| +2% | +$15.4K | 1.02% | 30 |
|
|
2022
Q2 | $715K | Buy |
13,679
+555
| +4% | +$29K | 0.98% | 30 |
|
|
2022
Q1 | $869K | Buy |
13,124
+1,779
| +16% | +$118K | 1.02% | 30 |
|
|
2021
Q4 | $821K | Buy |
+11,345
| New | +$821K | 0.92% | 31 |
|