McClarren Financial Advisors’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 | $646K | Buy |
6,775
+1,736
| +34% | +$165K | 0.42% | 43 |
|
|
2025
Q1 | $543K | Sell |
5,039
-1,823
| -27% | -$196K | 0.36% | 44 |
|
|
2024
Q4 | $603K | Buy |
6,862
+2,828
| +70% | +$249K | 1.69% | 10 |
|
|
2024
Q3 | $1.16K | Buy |
4,034
+2,432
| +152% | +$697 | 0.15% | 38 |
|
|
2024
Q2 | $575K | Sell |
1,602
-5,487
| -77% | -$1.97M | 0.4% | 43 |
|
|
2024
Q1 | $519K | Sell |
7,089
-156
| -2% | -$11.4K | 0.37% | 44 |
|
|
2023
Q4 | $471K | Sell |
7,245
-260
| -3% | -$16.9K | 0.36% | 45 |
|
|
2023
Q3 | $443K | Sell |
7,505
-229
| -3% | -$13.5K | 0.39% | 42 |
|
|
2023
Q2 | $471K | Buy |
7,734
+31
| +0.4% | +$1.89K | 0.39% | 43 |
|
|
2023
Q1 | $416K | Sell |
7,703
-2
| -0% | -$108 | 0.38% | 42 |
|
|
2022
Q4 | $390K | Sell |
7,705
-77
| -1% | -$3.9K | 0.37% | 46 |
|
|
2022
Q3 | $389K | Buy |
+7,782
| New | +$389K | 0.39% | 45 |
|
|
2022
Q2 | – | Sell |
-9,437
| Closed | -$622K | – | 236 |
|
|
2022
Q1 | $622K | Sell |
9,437
-2
| -0% | -$132 | 0.45% | 32 |
|
|
2021
Q4 | $683K | Sell |
9,439
-521
| -5% | -$37.7K | 0.47% | 32 |
|
|
2021
Q3 | $637K | Sell |
9,960
-1,347
| -12% | -$86.1K | 0.5% | 28 |
|
|
2021
Q2 | $709K | Sell |
11,307
-4,223
| -27% | -$265K | 0.58% | 24 |
|
|
2021
Q1 | $876K | Buy |
15,530
+33
| +0.2% | +$1.86K | 0.78% | 23 |
|
|
2020
Q4 | $856K | Buy |
+15,497
| New | +$856K | 0.82% | 22 |
|