KMWM
Keudell/Morrison Wealth Management’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 | $2.69M | Buy |
28,185
+4
| +0% | +$381 | 0.6% | 32 |
|
|
2025
Q1 | $2.26M | Buy |
28,181
+4,746
| +20% | +$381K | 0.53% | 35 |
|
|
2024
Q4 | $2.06M | Buy |
23,435
+1,757
| +8% | +$154K | 0.54% | 38 |
|
|
2024
Q3 | $1.8M | Buy |
21,678
+112
| +0.5% | +$9.29K | 0.49% | 45 |
|
|
2024
Q2 | $1.73M | Buy |
21,566
+884
| +4% | +$70.8K | 0.51% | 42 |
|
|
2024
Q1 | $1.51M | Buy |
20,682
+115
| +0.6% | +$8.41K | 0.46% | 49 |
|
|
2023
Q4 | $1.34M | Sell |
20,567
-628
| -3% | -$40.9K | 0.44% | 48 |
|
|
2023
Q3 | $1.26M | Hold |
21,195
| – | – | 0.38% | 54 |
|
|
2023
Q2 | $1.29M | Sell |
21,195
-1,100
| -5% | -$67.1K | 0.37% | 52 |
|
|
2023
Q1 | $1.23M | Sell |
22,295
-970
| -4% | -$53.7K | 0.36% | 50 |
|
|
2022
Q4 | $1.18M | Buy |
23,265
+13,842
| +147% | +$701K | 0.38% | 49 |
|
|
2022
Q3 | $472K | Buy |
+9,423
| New | +$472K | 0.18% | 90 |
|