HSWS
Higgins & Schmidt Wealth Strategies’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 | $31.3M | Buy |
328,557
+6,175
| +2% | +$589K | 17.34% | 1 |
|
|
2025
Q1 | $25.9M | Buy |
322,382
+4,633
| +1% | +$372K | 15.3% | 1 |
|
|
2024
Q4 | $27.9M | Buy |
317,749
+66,315
| +26% | +$5.83M | 17.42% | 1 |
|
|
2024
Q3 | $20.9M | Buy |
251,434
+1,294
| +0.5% | +$107K | 13.46% | 2 |
|
|
2024
Q2 | $20M | Sell |
250,140
-5,780
| -2% | -$463K | 14.45% | 2 |
|
|
2024
Q1 | $18.7M | Buy |
255,920
+3,768
| +1% | +$276K | 13.81% | 2 |
|
|
2023
Q4 | $16.4M | Buy |
+252,152
| New | +$16.4M | 13.21% | 2 |
|