MWM
MY Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
12,460
-880
| -7% | -$83.9K | 1.14% | 19 |
|
|
2025
Q1 | $1.07M | Hold |
13,340
| – | – | 1.04% | 16 |
|
|
2024
Q4 | $1.17M | Hold |
13,340
| – | – | 1.17% | 17 |
|
|
2024
Q3 | $1.11M | Hold |
13,340
| – | – | 1.12% | 15 |
|
|
2024
Q2 | $1.07M | Hold |
13,340
| – | – | 1.22% | 18 |
|
|
2024
Q1 | $976K | Hold |
13,340
| – | – | 1.08% | 17 |
|
|
2023
Q4 | $868K | Hold |
13,340
| – | – | 0.82% | 16 |
|
|
2023
Q3 | $791K | Hold |
13,340
| – | – | 0.79% | 20 |
|
|
2023
Q2 | $814K | Hold |
13,340
| – | – | 0.74% | 20 |
|
|
2023
Q1 | $739K | Hold |
13,340
| – | – | 0.74% | 20 |
|
|
2022
Q4 | $676K | Hold |
13,340
| – | – | 1.03% | 16 |
|
|
2022
Q3 | $668K | Hold |
13,340
| – | – | 0.72% | 19 |
|
|
2022
Q2 | $697K | Hold |
13,340
| – | – | 0.75% | 20 |
|
|
2022
Q1 | $883K | Hold |
13,340
| – | – | 0.82% | 21 |
|
|
2021
Q4 | $967K | Buy |
+13,340
| New | +$967K | 0.85% | 20 |
|