MWM
McNaughton Wealth Management’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 | $4.27M | Buy |
44,783
+392
| +0.9% | +$37.4K | 1.9% | 17 |
|
|
2025
Q1 | $3.57M | Sell |
44,391
-113,627
| -72% | -$9.13M | 1.73% | 18 |
|
|
2024
Q4 | $13.9M | Buy |
158,018
+50
| +0% | +$4.4K | 6.69% | 4 |
|
|
2024
Q3 | $13.1M | Sell |
157,968
-5,038
| -3% | -$418K | 6.38% | 5 |
|
|
2024
Q2 | $13.1M | Sell |
163,006
-4,543
| -3% | -$364K | 6.93% | 4 |
|
|
2024
Q1 | $12.3M | Sell |
167,549
-934
| -0.6% | -$68.3K | 6.8% | 5 |
|
|
2023
Q4 | $11M | Buy |
168,483
+7,915
| +5% | +$515K | 6.49% | 5 |
|
|
2023
Q3 | $9.52M | Buy |
160,568
+2,228
| +1% | +$132K | 6.33% | 5 |
|
|
2023
Q2 | $9.66M | Buy |
158,340
+9,016
| +6% | +$550K | 6.18% | 5 |
|
|
2023
Q1 | $8.27M | Buy |
149,324
+11,577
| +8% | +$641K | 5.49% | 6 |
|
|
2022
Q4 | $6.98M | Buy |
137,747
+20,644
| +18% | +$1.05M | 4.77% | 7 |
|
|
2022
Q3 | $5.87M | Buy |
117,103
+64,887
| +124% | +$3.25M | 4.31% | 8 |
|
|
2022
Q2 | $2.73M | Buy |
+52,216
| New | +$2.73M | 1.93% | 16 |
|