Morling Financial Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $164K | Sell |
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|
2025
Q2 | $170K | Hold |
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|
2025
Q1 | $143K | Hold |
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|
2024
Q4 | $157K | Hold |
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|
2024
Q3 | $148K | Hold |
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|
2024
Q2 | $143K | Hold |
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|
2024
Q1 | $130K | Hold |
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|
2023
Q4 | $116K | Hold |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $109K | Buy |
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|
2023
Q1 | $98.3K | Buy |
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|
2022
Q4 | $89.7K | Sell |
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|
2022
Q3 | $89K | Buy |
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|
2022
Q2 | $93K | Buy |
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|
2022
Q1 | $117K | Buy |
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|
2021
Q4 | $128K | Buy |
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