LWM Advisory Services’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $615K | Sell |
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|
2022
Q3 | $613K | Buy |
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|
2022
Q2 | $476K | Buy |
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|
2022
Q1 | $597K | Buy |
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|
2021
Q4 | $541K | Buy |
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