LifePlan Financial’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 | $8.93M | Sell |
93,718
-1,281
| -1% | -$122K | 7.4% | 2 |
|
|
2025
Q1 | $7.64M | Sell |
94,999
-1,038
| -1% | -$83.4K | 6.66% | 3 |
|
|
2024
Q4 | $8.44M | Sell |
96,037
-5,115
| -5% | -$450K | 7.46% | 2 |
|
|
2024
Q3 | $8.39M | Sell |
101,152
-2,023
| -2% | -$168K | 7.2% | 2 |
|
|
2024
Q2 | $8.27M | Sell |
103,175
-5,674
| -5% | -$455K | 7.61% | 2 |
|
|
2024
Q1 | $7.96M | Sell |
108,849
-367
| -0.3% | -$26.8K | 7.3% | 2 |
|
|
2023
Q4 | $7.11M | Buy |
+109,216
| New | +$7.11M | 7.12% | 2 |
|