Mosaic Family Wealth Partners’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 | $969K | Sell |
10,162
-1,687
| -14% | -$161K | 0.12% | 85 |
|
|
2025
Q1 | $952K | Buy |
11,849
+1,474
| +14% | +$118K | 0.14% | 81 |
|
|
2024
Q4 | $912K | Buy |
10,375
+146
| +1% | +$12.8K | 0.13% | 87 |
|
|
2024
Q3 | $848K | Buy |
10,229
+449
| +5% | +$37.2K | 0.13% | 85 |
|
|
2024
Q2 | $784K | Sell |
9,780
-25
| -0.3% | -$2K | 0.13% | 88 |
|
|
2024
Q1 | $717K | Buy |
9,805
+326
| +3% | +$23.8K | 0.12% | 92 |
|
|
2023
Q4 | $617K | Buy |
9,479
+34
| +0.4% | +$2.21K | 0.11% | 97 |
|
|
2023
Q3 | $560K | Sell |
9,445
-32
| -0.3% | -$1.9K | 0.11% | 96 |
|
|
2023
Q2 | $578K | Sell |
9,477
-260
| -3% | -$15.9K | 0.11% | 96 |
|
|
2023
Q1 | $539K | Sell |
9,737
-5,259
| -35% | -$291K | 0.11% | 101 |
|
|
2022
Q4 | $760K | Buy |
+14,996
| New | +$760K | 0.21% | 70 |
|