Millington Financial Advisors’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 | $17.4M | Sell |
177,961
-17,091
| -9% | -$1.67M | 8.8% | 1 |
|
2025
Q1 | $15.3M | Sell |
195,052
-8,578
| -4% | -$672K | 9.38% | 1 |
|
2024
Q4 | $18.2M | Buy |
203,630
+3,467
| +2% | +$310K | 10.57% | 1 |
|
2024
Q3 | $16.6M | Buy |
200,163
+14,761
| +8% | +$1.22M | 10.35% | 1 |
|
2024
Q2 | $14.9M | Buy |
185,402
+3,187
| +2% | +$255K | 10.32% | 1 |
|
2024
Q1 | $13.3M | Buy |
182,215
+2,754
| +2% | +$201K | 9.5% | 1 |
|
2023
Q4 | $11.7M | Buy |
179,461
+6,551
| +4% | +$426K | 9.35% | 1 |
|
2023
Q3 | $10.3M | Buy |
172,910
+8,153
| +5% | +$483K | 9.19% | 1 |
|
2023
Q2 | $10.1M | Sell |
164,757
-663
| -0.4% | -$40.5K | 8.94% | 1 |
|
2023
Q1 | $9.16M | Buy |
165,420
+1,910
| +1% | +$106K | 8.47% | 1 |
|
2022
Q4 | $8.29M | Buy |
+163,510
| New | +$8.29M | 8.08% | 2 |
|