Kelman-Lazarov Inc’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 | $349K | Hold |
3,659
| – | – | 0.06% | 92 |
|
|
2025
Q1 | $294K | Hold |
3,659
| – | – | 0.05% | 93 |
|
|
2024
Q4 | $322K | Hold |
3,659
| – | – | 0.06% | 87 |
|
|
2024
Q3 | $303K | Hold |
3,659
| – | – | 0.05% | 89 |
|
|
2024
Q2 | $293K | Hold |
3,659
| – | – | 0.05% | 88 |
|
|
2024
Q1 | $268K | Hold |
3,659
| – | – | 0.05% | 89 |
|
|
2023
Q4 | $238K | Hold |
3,659
| – | – | 0.05% | 93 |
|
|
2023
Q3 | $217K | Hold |
3,659
| – | – | 0.05% | 94 |
|
|
2023
Q2 | $223K | Sell |
3,659
-66
| -2% | -$4.03K | 0.05% | 95 |
|
|
2023
Q1 | $206K | Sell |
3,725
-513
| -12% | -$28.4K | 0.05% | 94 |
|
|
2022
Q4 | $215K | Buy |
+4,238
| New | +$215K | 0.06% | 89 |
|