Melone Private Wealth’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 | $11.8M | Buy |
124,173
+3,728
| +3% | +$353K | 6.02% | 6 |
|
|
2025
Q1 | $9.68M | Buy |
120,445
+2,861
| +2% | +$230K | 5.07% | 6 |
|
|
2024
Q4 | $10.3M | Sell |
117,584
-10,852
| -8% | -$954K | 5.36% | 6 |
|
|
2024
Q3 | $10.7M | Buy |
128,436
+3,281
| +3% | +$272K | 5.66% | 6 |
|
|
2024
Q2 | $10M | Buy |
125,155
+973
| +0.8% | +$78K | 5.94% | 5 |
|
|
2024
Q1 | $9.08M | Buy |
124,182
+1,066
| +0.9% | +$78K | 5.45% | 6 |
|
|
2023
Q4 | $8.01M | Sell |
123,116
-13,173
| -10% | -$857K | 5.1% | 6 |
|
|
2023
Q3 | $8.08M | Buy |
136,289
+8,889
| +7% | +$527K | 5.78% | 5 |
|
|
2023
Q2 | $7.77M | Buy |
127,400
+9,403
| +8% | +$574K | 5.48% | 5 |
|
|
2023
Q1 | $6.52M | Buy |
117,997
+22,337
| +23% | +$1.23M | 4.98% | 7 |
|
|
2022
Q4 | $4.85M | Buy |
95,660
+2,119
| +2% | +$107K | 4.11% | 9 |
|
|
2022
Q3 | $4.91M | Buy |
93,541
+5,096
| +6% | +$267K | 4.29% | 9 |
|
|
2022
Q2 | $4.86M | Buy |
88,445
+2,055
| +2% | +$113K | 4.11% | 9 |
|
|
2022
Q1 | $5.23M | Buy |
86,390
+3,393
| +4% | +$205K | 4.26% | 7 |
|
|
2021
Q4 | $6.02M | Buy |
+82,997
| New | +$6.02M | 4.53% | 7 |
|