FSB Premier 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 | $798K | Buy |
8,371
+749
| +10% | +$71.4K | 0.28% | 94 |
|
2025
Q1 | $613K | Buy |
7,622
+1,949
| +34% | +$157K | 0.24% | 112 |
|
2024
Q4 | $499K | Buy |
5,673
+520
| +10% | +$45.7K | 0.2% | 119 |
|
2024
Q3 | $427K | Buy |
5,153
+360
| +8% | +$29.9K | 0.18% | 131 |
|
2024
Q2 | $384K | Buy |
4,793
+1,462
| +44% | +$117K | 0.17% | 122 |
|
2024
Q1 | $244K | Buy |
+3,331
| New | +$244K | 0.11% | 157 |
|
2022
Q1 | – | Sell |
-1,105
| Closed | -$80K | – | 453 |
|
2021
Q4 | $80K | Buy |
+1,105
| New | +$80K | 0.03% | 195 |
|