PFA
Pinnacle Family Advisors’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 | $2.8M | Buy |
29,409
+6,978
| +31% | +$665K | 1.36% | 18 |
|
|
2025
Q1 | $1.8M | Sell |
22,431
-31,899
| -59% | -$2.56M | 0.98% | 29 |
|
|
2024
Q4 | $4.78M | Buy |
54,330
+24,152
| +80% | +$2.12M | 2.31% | 10 |
|
|
2024
Q3 | $2.5M | Sell |
30,178
-35,920
| -54% | -$2.98M | 1.3% | 22 |
|
|
2024
Q2 | $5.3M | Sell |
66,098
-2,227
| -3% | -$178K | 2.93% | 8 |
|
|
2024
Q1 | $5M | Buy |
68,325
+58,050
| +565% | +$4.25M | 2.66% | 11 |
|
|
2023
Q4 | $668K | Sell |
10,275
-2,664
| -21% | -$173K | 0.39% | 42 |
|
|
2023
Q3 | $767K | Sell |
12,939
-750
| -5% | -$44.5K | 0.44% | 36 |
|
|
2023
Q2 | $835K | Buy |
13,689
+757
| +6% | +$46.2K | 0.45% | 39 |
|
|
2023
Q1 | $716K | Buy |
12,932
+1,896
| +17% | +$105K | 0.44% | 49 |
|
|
2022
Q4 | $559K | Buy |
11,036
+99
| +0.9% | +$5.02K | 0.4% | 48 |
|
|
2022
Q3 | $548K | Buy |
10,937
+127
| +1% | +$6.36K | 0.47% | 38 |
|
|
2022
Q2 | $565K | Buy |
10,810
+130
| +1% | +$6.8K | 0.46% | 46 |
|
|
2022
Q1 | $707K | Sell |
10,680
-1,081
| -9% | -$71.6K | 0.38% | 46 |
|
|
2021
Q4 | $852K | Sell |
11,761
-1,955
| -14% | -$142K | 0.39% | 42 |
|
|
2021
Q3 | $878K | Sell |
13,716
-992
| -7% | -$63.5K | 0.39% | 44 |
|
|
2021
Q2 | $926K | Sell |
14,708
-904
| -6% | -$56.9K | 0.4% | 47 |
|
|
2021
Q1 | $880K | Sell |
15,612
-4,751
| -23% | -$268K | 0.46% | 45 |
|
|
2020
Q4 | $1.13M | Buy |
+20,363
| New | +$1.13M | 0.69% | 35 |
|