Mission Wealth Management’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 | $4.2M | Buy |
44,044
+32,907
| +295% | +$3.14M | 0.09% | 128 |
|
2025
Q1 | $895K | Sell |
11,137
-12,047
| -52% | -$968K | 0.02% | 312 |
|
2024
Q4 | $2.04M | Sell |
23,184
-180
| -0.8% | -$15.8K | 0.05% | 172 |
|
2024
Q3 | $1.94M | Buy |
23,364
+413
| +2% | +$34.3K | 0.05% | 176 |
|
2024
Q2 | $1.84M | Hold |
22,951
| – | – | 0.05% | 172 |
|
2024
Q1 | $1.68M | Buy |
22,951
+60
| +0.3% | +$4.39K | 0.04% | 194 |
|
2023
Q4 | $1.49M | Sell |
22,891
-320
| -1% | -$20.8K | 0.05% | 179 |
|
2023
Q3 | $1.38M | Buy |
23,211
+342
| +1% | +$20.3K | 0.05% | 173 |
|
2023
Q2 | $1.4M | Buy |
22,869
+89
| +0.4% | +$5.43K | 0.05% | 171 |
|
2023
Q1 | $1.26M | Hold |
22,780
| – | – | 0.05% | 180 |
|
2022
Q4 | $1.15M | Buy |
+22,780
| New | +$1.15M | 0.06% | 181 |
|