FWM
Foguth Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
106,436
+39,999
| +60% | +$3.81M | 2.17% | 15 |
|
|
2025
Q1 | $5.34M | Sell |
66,437
-39,115
| -37% | -$3.14M | 1.3% | 23 |
|
|
2024
Q4 | $9.71M | Sell |
105,552
-10,821
| -9% | -$996K | 2.54% | 10 |
|
|
2024
Q3 | $9.68M | Buy |
116,373
+23,829
| +26% | +$1.98M | 3.52% | 7 |
|
|
2024
Q2 | $7.42M | Buy |
92,544
+18,194
| +24% | +$1.46M | 3.27% | 8 |
|
|
2024
Q1 | $5.44M | Buy |
+74,350
| New | +$5.44M | 2.91% | 7 |
|