MWC
MBM Wealth Consultants’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 | $3.51M | Buy |
36,841
+290
| +0.8% | +$27.6K | 0.94% | 14 |
|
|
2025
Q1 | $2.94M | Buy |
36,551
+712
| +2% | +$57.2K | 0.87% | 16 |
|
|
2024
Q4 | $3.15M | Buy |
35,839
+992
| +3% | +$87.2K | 0.94% | 15 |
|
|
2024
Q3 | $2.89M | Sell |
34,847
-859
| -2% | -$71.2K | 0.91% | 15 |
|
|
2024
Q2 | $2.97M | Buy |
35,706
+2,386
| +7% | +$199K | 1.01% | 15 |
|
|
2024
Q1 | $2.44M | Buy |
33,320
+909
| +3% | +$66.5K | 0.86% | 16 |
|
|
2023
Q4 | $2.23M | Buy |
32,411
+1,513
| +5% | +$104K | 0.83% | 16 |
|
|
2023
Q3 | $1.87M | Buy |
30,898
+2,001
| +7% | +$121K | 0.81% | 16 |
|
|
2023
Q2 | $1.76M | Buy |
28,897
+8,798
| +44% | +$536K | 0.75% | 19 |
|
|
2023
Q1 | $1.53M | Hold |
20,099
| – | – | 0.62% | 22 |
|
|
2022
Q4 | $1.01M | Buy |
20,099
+2,669
| +15% | +$134K | 0.47% | 25 |
|
|
2022
Q3 | $894K | Buy |
17,430
+373
| +2% | +$19.1K | 0.43% | 26 |
|
|
2022
Q2 | $892K | Buy |
17,057
+724
| +4% | +$37.9K | 0.44% | 25 |
|
|
2022
Q1 | $1.08M | Buy |
16,333
+8,887
| +119% | +$588K | 0.45% | 28 |
|
|
2021
Q4 | $540K | Sell |
7,446
-5
| -0.1% | -$363 | 0.22% | 59 |
|
|
2021
Q3 | $477K | Buy |
7,451
+285
| +4% | +$18.2K | 0.22% | 63 |
|
|
2021
Q2 | $452K | Sell |
7,166
-85
| -1% | -$5.36K | 0.21% | 63 |
|
|
2021
Q1 | $408K | Buy |
7,251
+83
| +1% | +$4.67K | 0.21% | 64 |
|
|
2020
Q4 | $397K | Buy |
7,168
+97
| +1% | +$5.37K | 0.22% | 57 |
|
|
2020
Q3 | $354K | Sell |
7,071
-20
| -0.3% | -$1K | 0.23% | 57 |
|
|
2020
Q2 | $319K | Buy |
+7,091
| New | +$319K | 0.22% | 58 |
|