Kelman-Lazarov Inc’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $303K | Hold |
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|
2024
Q2 | $293K | Hold |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $215K | Buy |
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