McClarren Financial Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$696K	Buy	7,104 +3,327	+88%	+$346K	0.41%	42
2025 Q4	$761K	Sell	3,777 -1,372	-27%	-$145K	0.45%	41
2025 Q3	$709K	Sell	5,149 -1,626	-24%	-$162K	0.43%	41
2025 Q2	$646K	Buy	6,775 +1,736	+34%	+$149K	0.42%	43
2025 Q1	$543K	Sell	5,039 -1,823	-27%	-$159K	0.36%	44
2024 Q4	$603K	Buy	6,862 +2,828	+70%	+$244K	1.69%	10
2024 Q3	$1.16K	Buy	4,034 +2,432	+152%	+$194K	0.15%	38
2024 Q2	$575K	Sell	1,602 -5,487	-77%	-$410K	0.4%	43
2024 Q1	$519K	Sell	7,089 -156	-2%	-$10.9K	0.37%	44
2023 Q4	$471K	Sell	7,245 -260	-3%	-$16K	0.36%	45
2023 Q3	$443K	Sell	7,505 -229	-3%	-$14K	0.39%	42
2023 Q2	$471K	Buy	7,734 +31	+0.4%	+$1.78K	0.39%	43
2023 Q1	$416K	Sell	7,703 -2	-0%	-$106	0.38%	42
2022 Q4	$390K	Sell	7,705 -77	-1%	-$4.01K	0.37%	46
2022 Q3	$389K	Buy	+7,782	New	+$438K	0.39%	45
2022 Q2	–	Sell	-9,437	Closed	-$622K	–	236
2022 Q1	$622K	Sell	9,437 -2	-0%	-$130	0.45%	32
2021 Q4	$683K	Sell	9,439 -521	-5%	-$36.4K	0.47%	32
2021 Q3	$637K	Sell	9,960 -1,347	-12%	-$88.9K	0.5%	28
2021 Q2	$709K	Sell	11,307 -4,223	-27%	-$253K	0.58%	24
2021 Q1	$876K	Buy	15,530 +33	+0.2%	+$1.85K	0.78%	23
2020 Q4	$856K	Buy	+15,497	New	+$814K	0.82%	22

Other funds holding SPYG