Investments & Financial Planning LLC’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 | $35.7M | Buy |
374,028
+4,689
| +1% | +$447K | 20.53% | 2 |
|
|
2025
Q1 | $29.7M | Sell |
369,339
-3,681
| -1% | -$296K | 19.28% | 2 |
|
|
2024
Q4 | $32.8M | Sell |
373,020
-8,254
| -2% | -$726K | 20.21% | 2 |
|
|
2024
Q3 | $31.6M | Sell |
381,274
-11,617
| -3% | -$964K | 20.03% | 2 |
|
|
2024
Q2 | $31.5M | Buy |
392,891
+4,536
| +1% | +$363K | 21.14% | 2 |
|
|
2024
Q1 | $28.4M | Sell |
388,355
-387
| -0.1% | -$28.3K | 19.47% | 2 |
|
|
2023
Q4 | $25.3M | Buy |
388,742
+1,369
| +0.4% | +$89.1K | 18.94% | 2 |
|
|
2023
Q3 | $23M | Buy |
387,373
+5,548
| +1% | +$329K | 20.47% | 1 |
|
|
2023
Q2 | $23.3M | Buy |
381,825
+54
| +0% | +$3.3K | 20.18% | 1 |
|
|
2023
Q1 | $21.1M | Buy |
381,771
+7,169
| +2% | +$397K | 19.4% | 1 |
|
|
2022
Q4 | $19M | Buy |
+374,602
| New | +$19M | 18.6% | 1 |
|
|
2022
Q2 | $18.8M | Sell |
359,143
-165
| -0% | -$8.63K | 19.34% | 1 |
|
|
2022
Q1 | $23.8M | Buy |
359,308
+11,621
| +3% | +$769K | 20.8% | 1 |
|
|
2021
Q4 | $22.9M | Buy |
+347,687
| New | +$22.9M | 20.53% | 1 |
|