One Charles Private Wealth Services’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 | $680K | Sell |
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|
2025
Q2 | $700K | Sell |
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|
2025
Q1 | $615K | Sell |
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|
2024
Q4 | $719K | Buy |
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|
2024
Q3 | $677K | Sell |
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|
2024
Q2 | $731K | Buy |
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|
2024
Q1 | $624K | Sell |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $572K | Sell |
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|
2023
Q2 | $607K | Hold |
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|
2023
Q1 | $550K | Hold |
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|
2022
Q4 | $504K | Sell |
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|
2022
Q3 | $501K | Buy |
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|
2022
Q2 | $510K | Hold |
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|
2022
Q1 | $638K | Hold |
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|
2021
Q4 | $698K | Hold |
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|
2021
Q3 | $616K | Sell |
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|
2021
Q2 | $665K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $401K | Buy |
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