Kingswood Wealth Advisors’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 | $1.83M | Buy |
19,180
+2,337
| +14% | +$223K | 0.14% | 155 |
|
|
2025
Q1 | $1.36M | Sell |
16,843
-10,508
| -38% | -$848K | 0.12% | 194 |
|
|
2024
Q4 | $2.4M | Buy |
27,351
+15,448
| +130% | +$1.36M | 0.18% | 123 |
|
|
2024
Q3 | $987K | Sell |
11,903
-13,863
| -54% | -$1.15M | 0.07% | 295 |
|
|
2024
Q2 | $2.06M | Buy |
25,766
+14,652
| +132% | +$1.17M | 0.19% | 115 |
|
|
2024
Q1 | $813K | Sell |
11,114
-2,003
| -15% | -$147K | 0.09% | 239 |
|
|
2023
Q4 | $853K | Buy |
13,117
+6,029
| +85% | +$392K | 0.1% | 224 |
|
|
2023
Q3 | $425K | Sell |
7,088
-210
| -3% | -$12.6K | 0.07% | 279 |
|
|
2023
Q2 | $445K | Buy |
+7,298
| New | +$445K | 0.14% | 149 |
|