Optimist Retirement Group’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 | $13.8M | Sell |
144,380
-1,215
| -0.8% | -$116K | 6.6% | 2 |
|
|
2025
Q1 | $11.7M | Sell |
145,595
-3,216
| -2% | -$258K | 5.86% | 3 |
|
|
2024
Q4 | $13.1M | Sell |
148,811
-2,303
| -2% | -$202K | 6.19% | 2 |
|
|
2024
Q3 | $12.5M | Sell |
151,114
-312
| -0.2% | -$25.9K | 5.66% | 2 |
|
|
2024
Q2 | $12.1M | Sell |
151,426
-4,050
| -3% | -$325K | 6.38% | 2 |
|
|
2024
Q1 | $11.4M | Sell |
155,476
-12,502
| -7% | -$915K | 5.84% | 2 |
|
|
2023
Q4 | $10.9M | Buy |
+167,978
| New | +$10.9M | 7.1% | 2 |
|