McDonald Partners’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 | $2.14M | Sell |
22,408
-887
| -4% | -$84.6K | 0.51% | 53 |
|
2025
Q1 | $1.87M | Sell |
23,295
-29
| -0.1% | -$2.33K | 0.49% | 60 |
|
2024
Q4 | $2.05M | Sell |
23,324
-1,087
| -4% | -$95.5K | 0.52% | 53 |
|
2024
Q3 | $2.02M | Sell |
24,411
-1,010
| -4% | -$83.8K | 0.51% | 56 |
|
2024
Q2 | $2.04M | Buy |
25,421
+268
| +1% | +$21.5K | 0.55% | 50 |
|
2024
Q1 | $1.84M | Sell |
25,153
-1,299
| -5% | -$95K | 0.51% | 56 |
|
2023
Q4 | $1.72M | Sell |
26,452
-724
| -3% | -$47.1K | 0.51% | 53 |
|
2023
Q3 | $1.61M | Sell |
27,176
-1,050
| -4% | -$62.2K | 0.52% | 53 |
|
2023
Q2 | $1.72M | Sell |
28,226
-748
| -3% | -$45.6K | 0.53% | 55 |
|
2023
Q1 | $1.6M | Sell |
28,974
-445
| -2% | -$24.6K | 0.52% | 53 |
|
2022
Q4 | $1.49M | Buy |
29,419
+20,476
| +229% | +$1.04M | 0.51% | 57 |
|
2022
Q3 | $448K | Sell |
8,943
-351
| -4% | -$17.6K | 0.17% | 148 |
|
2022
Q2 | $486K | Sell |
9,294
-577
| -6% | -$30.2K | 0.12% | 180 |
|
2022
Q1 | $654K | Buy |
9,871
+7,446
| +307% | +$493K | 0.14% | 170 |
|
2021
Q4 | $176K | Sell |
2,425
-9,634
| -80% | -$698K | 0.16% | 71 |
|
2021
Q3 | $772K | Sell |
12,059
-1,350
| -10% | -$86.4K | 0.18% | 148 |
|
2021
Q2 | $844K | Sell |
13,409
-1,463
| -10% | -$92.1K | 0.2% | 132 |
|
2021
Q1 | $839K | Buy |
14,872
+163
| +1% | +$9.2K | 0.22% | 131 |
|
2020
Q4 | $813K | Buy |
+14,709
| New | +$813K | 0.23% | 118 |
|