Morling 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 | $170K | Hold |
1,781
| – | – | 0.06% | 72 |
|
|
2025
Q1 | $143K | Hold |
1,781
| – | – | 0.05% | 84 |
|
|
2024
Q4 | $157K | Hold |
1,781
| – | – | 0.05% | 75 |
|
|
2024
Q3 | $148K | Hold |
1,781
| – | – | 0.06% | 71 |
|
|
2024
Q2 | $143K | Hold |
1,781
| – | – | 0.06% | 65 |
|
|
2024
Q1 | $130K | Hold |
1,781
| – | – | 0.07% | 71 |
|
|
2023
Q4 | $116K | Hold |
1,781
| – | – | 0.09% | 60 |
|
|
2023
Q3 | $106K | Hold |
1,781
| – | – | 0.1% | 53 |
|
|
2023
Q2 | $109K | Buy |
1,781
+5
| +0.3% | +$305 | 0.1% | 54 |
|
|
2023
Q1 | $98.3K | Buy |
1,776
+6
| +0.3% | +$332 | 0.11% | 59 |
|
|
2022
Q4 | $89.7K | Sell |
1,770
-10
| -0.6% | -$507 | 0.11% | 59 |
|
|
2022
Q3 | $89K | Buy |
1,780
+5
| +0.3% | +$250 | 0.12% | 52 |
|
|
2022
Q2 | $93K | Buy |
1,775
+4
| +0.2% | +$210 | 0.12% | 54 |
|
|
2022
Q1 | $117K | Buy |
1,771
+3
| +0.2% | +$198 | 0.15% | 57 |
|
|
2021
Q4 | $128K | Buy |
+1,768
| New | +$128K | 0.12% | 50 |
|