Leicht Financial Planning & Wealth Management’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 | $54.5M | Buy |
571,961
+30,477
| +6% | +$2.91M | 25.9% | 1 |
|
|
2025
Q1 | $43.5M | Buy |
541,484
+17,005
| +3% | +$1.37M | 22.76% | 1 |
|
|
2024
Q4 | $46.1M | Sell |
524,479
-9,379
| -2% | -$824K | 23.59% | 1 |
|
|
2024
Q3 | $44.3M | Buy |
533,858
+2,315
| +0.4% | +$192K | 22.29% | 1 |
|
|
2024
Q2 | $42.6M | Buy |
531,543
+18,481
| +4% | +$1.48M | 22.68% | 1 |
|
|
2024
Q1 | $37.5M | Sell |
513,062
-97,743
| -16% | -$7.15M | 20.57% | 1 |
|
|
2023
Q4 | $39.7M | Buy |
610,805
+116,342
| +24% | +$7.57M | 22.79% | 1 |
|
|
2023
Q3 | $29.3M | Sell |
494,463
-5,049
| -1% | -$299K | 18.09% | 1 |
|
|
2023
Q2 | $30.5M | Buy |
499,512
+161,544
| +48% | +$9.86M | 18.41% | 1 |
|
|
2023
Q1 | $18.7M | Buy |
337,968
+46,193
| +16% | +$2.56M | 11.52% | 4 |
|
|
2022
Q4 | $14.8M | Buy |
291,775
+4,584
| +2% | +$232K | 9.92% | 2 |
|
|
2022
Q3 | $14.4M | Buy |
287,191
+26,153
| +10% | +$1.31M | 10.29% | 2 |
|
|
2022
Q2 | $13.6M | Buy |
261,038
+21,008
| +9% | +$1.1M | 9.24% | 2 |
|
|
2022
Q1 | $15.9M | Buy |
240,030
+2,243
| +0.9% | +$149K | 9.46% | 2 |
|
|
2021
Q4 | $17.2M | Buy |
237,787
+4,904
| +2% | +$355K | 9.83% | 4 |
|
|
2021
Q3 | $15.4M | Buy |
232,883
+103,062
| +79% | +$6.82M | 9.26% | 3 |
|
|
2021
Q2 | $8.39M | Sell |
129,821
-97,597
| -43% | -$6.31M | 5.1% | 6 |
|
|
2021
Q1 | $12.8M | Buy |
227,418
+13,199
| +6% | +$744K | 8.3% | 3 |
|
|
2020
Q4 | $11.8M | Buy |
214,219
+11,467
| +6% | +$634K | 8.03% | 4 |
|
|
2020
Q3 | $10.2M | Buy |
202,752
+69,668
| +52% | +$3.49M | 7.55% | 4 |
|
|
2020
Q2 | $5.97M | Buy |
+133,084
| New | +$5.97M | 4.74% | 9 |
|