McKinley Carter Wealth Services’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 | $541K | Buy |
5,673
+3
| +0.1% | +$286 | 0.03% | 206 |
|
|
2025
Q1 | $456K | Buy |
5,670
+2
| +0% | +$161 | 0.03% | 213 |
|
|
2024
Q4 | $498K | Buy |
5,668
+3
| +0.1% | +$264 | 0.03% | 199 |
|
|
2024
Q3 | $470K | Sell |
5,665
-394
| -7% | -$32.7K | 0.03% | 214 |
|
|
2024
Q2 | $486K | Sell |
6,059
-336
| -5% | -$26.9K | 0.03% | 210 |
|
|
2024
Q1 | $468K | Sell |
6,395
-329
| -5% | -$24.1K | 0.03% | 212 |
|
|
2023
Q4 | $437K | Sell |
6,724
-61
| -0.9% | -$3.97K | 0.03% | 213 |
|
|
2023
Q3 | $402K | Sell |
6,785
-140
| -2% | -$8.3K | 0.03% | 225 |
|
|
2023
Q2 | $423K | Sell |
6,925
-357
| -5% | -$21.8K | 0.03% | 221 |
|
|
2023
Q1 | $403K | Buy |
7,282
+1,619
| +29% | +$89.6K | 0.03% | 223 |
|
|
2022
Q4 | $287K | Sell |
5,663
-109
| -2% | -$5.52K | 0.02% | 248 |
|
|
2022
Q3 | $289K | Sell |
5,772
-1,032
| -15% | -$51.7K | 0.03% | 237 |
|
|
2022
Q2 | $356K | Sell |
6,804
-157
| -2% | -$8.22K | 0.03% | 227 |
|
|
2022
Q1 | $461K | Sell |
6,961
-19
| -0.3% | -$1.26K | 0.04% | 203 |
|
|
2021
Q4 | $506K | Sell |
6,980
-2,791
| -29% | -$202K | 0.04% | 190 |
|
|
2021
Q3 | $625K | Sell |
9,771
-136
| -1% | -$8.7K | 0.05% | 169 |
|
|
2021
Q2 | $624K | Sell |
9,907
-99
| -1% | -$6.24K | 0.05% | 169 |
|
|
2021
Q1 | $565K | Sell |
10,006
-139
| -1% | -$7.85K | 0.05% | 174 |
|
|
2020
Q4 | $561K | Buy |
+10,145
| New | +$561K | 0.07% | 157 |
|
|
2020
Q3 | – | Sell |
-8,170
| Closed | -$367K | – | 145 |
|
|
2020
Q2 | $367K | Sell |
8,170
-126
| -2% | -$5.66K | 0.09% | 108 |
|
|
2020
Q1 | $297K | Sell |
8,296
-2,092
| -20% | -$74.9K | 0.09% | 115 |
|
|
2019
Q4 | $435K | Sell |
10,388
-348
| -3% | -$14.6K | 0.1% | 116 |
|
|
2019
Q3 | $418K | Buy |
+10,736
| New | +$418K | 0.11% | 118 |
|