Modern 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 | $19.4M | Sell |
203,249
-73,705
| -27% | -$7.03M | 0.48% | 51 |
|
|
2025
Q1 | $22.3M | Buy |
276,954
+30,486
| +12% | +$2.45M | 0.71% | 31 |
|
|
2024
Q4 | $21.7M | Buy |
246,468
+28,310
| +13% | +$2.49M | 0.81% | 28 |
|
|
2024
Q3 | $18.1M | Buy |
218,158
+8,686
| +4% | +$720K | 1.11% | 18 |
|
|
2024
Q2 | $16.8M | Buy |
209,472
+161,701
| +338% | +$13M | 1.24% | 18 |
|
|
2024
Q1 | $3.49M | Buy |
47,771
+23,113
| +94% | +$1.69M | 0.32% | 43 |
|
|
2023
Q4 | $1.6M | Buy |
+24,658
| New | +$1.6M | 0.2% | 46 |
|