Marion 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 | $7.7M | Buy |
80,757
+1,343
| +2% | +$128K | 1.93% | 14 |
|
|
2025
Q1 | $6.38M | Sell |
79,414
-9,182
| -10% | -$738K | 1.7% | 14 |
|
|
2024
Q4 | $7.79M | Sell |
88,596
-255
| -0.3% | -$22.4K | 2.07% | 13 |
|
|
2024
Q3 | $7.37M | Buy |
88,851
+2,811
| +3% | +$233K | 1.97% | 13 |
|
|
2024
Q2 | $6.89M | Buy |
86,040
+2,394
| +3% | +$192K | 2.02% | 13 |
|
|
2024
Q1 | $6.12M | Buy |
83,646
+4,293
| +5% | +$314K | 1.83% | 13 |
|
|
2023
Q4 | $5.16M | Sell |
79,353
-5,051
| -6% | -$329K | 1.65% | 15 |
|
|
2023
Q3 | $5M | Buy |
84,404
+2,185
| +3% | +$130K | 1.76% | 14 |
|
|
2023
Q2 | $5.02M | Buy |
82,219
+3,801
| +5% | +$232K | 1.78% | 14 |
|
|
2023
Q1 | $4.34M | Buy |
78,418
+8,794
| +13% | +$487K | 1.62% | 16 |
|
|
2022
Q4 | $3.53M | Buy |
69,624
+14,319
| +26% | +$726K | 1.49% | 17 |
|
|
2022
Q3 | $2.77M | Sell |
55,305
-1,143
| -2% | -$57.3K | 1.42% | 17 |
|
|
2022
Q2 | $2.95M | Buy |
56,448
+8,830
| +19% | +$462K | 1.55% | 21 |
|
|
2022
Q1 | $3.15M | Buy |
47,618
+294
| +0.6% | +$19.5K | 1.54% | 19 |
|
|
2021
Q4 | $3.43M | Buy |
+47,324
| New | +$3.43M | 1.63% | 18 |
|