PWM
Power Wealth Management’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 | $11.5M | Buy |
120,766
+2,712
| +2% | +$259K | 4.43% | 6 |
|
|
2025
Q1 | $9.49M | Buy |
118,054
+11,540
| +11% | +$927K | 3.84% | 8 |
|
|
2024
Q4 | $9.36M | Buy |
106,514
+9,799
| +10% | +$861K | 3.91% | 5 |
|
|
2024
Q3 | $8.02M | Buy |
96,715
+17,887
| +23% | +$1.48M | 3.43% | 9 |
|
|
2024
Q2 | $6.32M | Buy |
78,828
+55,617
| +240% | +$4.46M | 3.02% | 10 |
|
|
2024
Q1 | $1.7M | Buy |
23,211
+3,282
| +16% | +$240K | 1.07% | 22 |
|
|
2023
Q4 | $1.3M | Buy |
+19,929
| New | +$1.3M | 0.9% | 25 |
|