Marietta 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	$3.08M	Hold	32,297	–	–	0.4%	76
2025 Q1	$2.6M	Sell	32,297 -288	-0.9%	-$23.1K	0.38%	77
2024 Q4	$2.86M	Hold	32,585	–	–	0.41%	73
2024 Q3	$2.7M	Hold	32,585	–	–	0.39%	76
2024 Q2	$2.61M	Sell	32,585 -214	-0.7%	-$17.1K	0.41%	76
2024 Q1	$2.4M	Sell	32,799 -382	-1%	-$27.9K	0.4%	78
2023 Q4	$2.16M	Hold	33,181	–	–	0.38%	79
2023 Q3	$1.97M	Hold	33,181	–	–	0.39%	80
2023 Q2	$2.02M	Hold	33,181	–	–	0.38%	82
2023 Q1	$1.84M	Hold	33,181	–	–	0.39%	80
2022 Q4	$1.68M	Hold	33,181	–	–	0.38%	84
2022 Q3	$1.66M	Hold	33,181	–	–	0.41%	78
2022 Q2	$1.74M	Hold	33,181	–	–	0.42%	77
2022 Q1	$2.2M	Sell	33,181 -450	-1%	-$29.8K	0.46%	77
2021 Q4	$2.44M	Hold	33,631	–	–	0.49%	72
2021 Q3	$2.15M	Hold	33,631	–	–	0.47%	75
2021 Q2	$2.12M	Hold	33,631	–	–	0.48%	76
2021 Q1	$1.9M	Hold	33,631	–	–	0.47%	79
2020 Q4	$1.86M	Sell	33,631 -48	-0.1%	-$2.65K	0.51%	71
2020 Q3	$1.69M	Sell	33,679 -112	-0.3%	-$5.61K	0.53%	72
2020 Q2	$1.52M	Sell	33,791 -137	-0.4%	-$6.15K	0.52%	64
2020 Q1	$1.21M	Hold	33,928	–	–	0.47%	68
2019 Q4	$1.42M	Sell	33,928 -352	-1%	-$14.8K	0.47%	67
2019 Q3	$1.33M	Buy	34,280 +352	+1%	+$13.7K	0.49%	69
2019 Q2	$1.31M	Hold	33,928	–	–	0.51%	67
2019 Q1	$1.26M	Hold	33,928	–	–	0.52%	67
2018 Q4	$1.1M	Hold	33,928	–	–	0.53%	67
2018 Q3	$1.3M	Hold	33,928	–	–	0.57%	68
2018 Q2	$1.19M	Hold	33,928	–	–	0.58%	64
2018 Q1	$1.14M	Hold	33,928	–	–	0.6%	64
2017 Q4	$1.12M	Hold	33,928	–	–	0.61%	62
2017 Q3	$1.05M	Hold	33,928	–	–	0.59%	64
2017 Q2	$1M	Buy	+33,928	New	+$1M	0.61%	64