Kuhn & Co Investment Counsel’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 | $2.29M | Buy |
24,046
+3,351
| +16% | +$319K | 1.73% | 11 |
|
2025
Q1 | $1.66M | Buy |
20,695
+1,615
| +8% | +$130K | 1.4% | 19 |
|
2024
Q4 | $1.68M | Buy |
19,080
+599
| +3% | +$52.7K | 1.43% | 17 |
|
2024
Q3 | $1.53M | Buy |
18,481
+30
| +0.2% | +$2.49K | 1.31% | 22 |
|
2024
Q2 | $1.48M | Buy |
18,451
+1,546
| +9% | +$124K | 1.33% | 20 |
|
2024
Q1 | $1.24M | Buy |
16,905
+56
| +0.3% | +$4.1K | 1.16% | 26 |
|
2023
Q4 | $1.1M | Buy |
+16,849
| New | +$1.1M | 1.12% | 28 |
|