KAS
KPP Advisory Services’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 | $410K | Sell |
4,304
-14,371
| -77% | -$1.37M | 0.07% | 214 |
|
|
2025
Q1 | $1.5M | Sell |
18,675
-8,567
| -31% | -$689K | 0.28% | 85 |
|
|
2024
Q4 | $2.39M | Buy |
27,242
+2,044
| +8% | +$180K | 0.56% | 49 |
|
|
2024
Q3 | $2.09M | Buy |
25,198
+8,778
| +53% | +$728K | 0.5% | 53 |
|
|
2024
Q2 | $1.32M | Buy |
16,420
+2,572
| +19% | +$206K | 0.35% | 65 |
|
|
2024
Q1 | $1.01M | Buy |
+13,848
| New | +$1.01M | 0.28% | 78 |
|
|
2023
Q4 | – | Sell |
-12,247
| Closed | -$726K | – | 205 |
|
|
2023
Q3 | $726K | Buy |
+12,247
| New | +$726K | 0.24% | 80 |
|