Partners in Financial Planning’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 | $4.12M | Buy |
43,245
+11,490
| +36% | +$1.1M | 0.76% | 19 |
|
|
2025
Q1 | $2.55M | Sell |
31,755
-804
| -2% | -$64.6K | 0.51% | 24 |
|
|
2024
Q4 | $2.86M | Sell |
32,559
-50
| -0.2% | -$4.4K | 0.58% | 22 |
|
|
2024
Q3 | $2.7M | Sell |
32,609
-1,750
| -5% | -$145K | 0.55% | 24 |
|
|
2024
Q2 | $2.75M | Sell |
34,359
-1,989
| -5% | -$159K | 0.6% | 23 |
|
|
2024
Q1 | $2.66M | Sell |
36,348
-202
| -0.6% | -$14.8K | 0.59% | 25 |
|
|
2023
Q4 | $2.38M | Sell |
36,550
-968
| -3% | -$63K | 0.56% | 24 |
|
|
2023
Q3 | $2.22M | Sell |
37,518
-985
| -3% | -$58.4K | 0.57% | 27 |
|
|
2023
Q2 | $2.35M | Sell |
38,503
-3,297
| -8% | -$201K | 0.6% | 26 |
|
|
2023
Q1 | $2.31M | Sell |
41,800
-84
| -0.2% | -$4.65K | 0.61% | 26 |
|
|
2022
Q4 | $2.1M | Buy |
41,884
+29,727
| +245% | +$1.49M | 0.58% | 26 |
|
|
2022
Q3 | $649K | Sell |
12,157
-1,432
| -11% | -$76.5K | 0.19% | 49 |
|
|
2022
Q2 | $781K | Buy |
13,589
+129
| +1% | +$7.42K | 0.25% | 41 |
|
|
2022
Q1 | $807K | Buy |
13,460
+3,368
| +33% | +$202K | 0.25% | 40 |
|
|
2021
Q4 | $645K | Buy |
10,092
+2,195
| +28% | +$140K | 0.2% | 44 |
|
|
2021
Q3 | $506K | Buy |
7,897
+9
| +0.1% | +$576 | 0.16% | 48 |
|
|
2021
Q2 | $497K | Buy |
+7,888
| New | +$497K | 0.16% | 48 |
|