Optivise Advisory Services’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	$1.71M	Sell	17,904 -273	-2%	-$26K	0.87%	27
2025 Q1	$1.46M	Sell	18,177 -2,405	-12%	-$193K	0.82%	28
2024 Q4	$1.81M	Sell	20,582 -1,265	-6%	-$111K	0.98%	22
2024 Q3	$1.81M	Sell	21,847 -416	-2%	-$34.5K	0.95%	25
2024 Q2	$1.78M	Buy	+22,263	New	+$1.78M	0.96%	25