MWM
Mascoma Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Hold |
1,600
| – | – | 0.04% | 101 |
|
|
2025
Q1 | $129K | Hold |
1,600
| – | – | 0.03% | 116 |
|
|
2024
Q4 | $141K | Hold |
1,600
| – | – | 0.04% | 113 |
|
|
2024
Q3 | $133K | Hold |
1,600
| – | – | 0.03% | 116 |
|
|
2024
Q2 | $128K | Hold |
1,600
| – | – | 0.03% | 118 |
|
|
2024
Q1 | $117K | Hold |
1,600
| – | – | 0.03% | 127 |
|
|
2023
Q4 | $104K | Hold |
1,600
| – | – | 0.03% | 137 |
|
|
2023
Q3 | $94.8K | Hold |
1,600
| – | – | 0.03% | 138 |
|
|
2023
Q2 | $98.2K | Hold |
1,600
| – | – | 0.03% | 141 |
|
|
2023
Q1 | $89.8K | Hold |
1,600
| – | – | 0.03% | 175 |
|
|
2022
Q4 | $81.1K | Hold |
1,600
| – | – | 0.03% | 185 |
|
|
2022
Q3 | $80K | Hold |
1,600
| – | – | 0.03% | 186 |
|
|
2022
Q2 | $84K | Hold |
1,600
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $106K | Buy |
+1,600
| New | +$106K | 0.03% | 176 |
|