PRI
Prepared Retirement Institute’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 | $12.3M | Sell |
129,319
-30,410
| -19% | -$2.9M | 7.26% | 3 |
|
|
2025
Q1 | $12.8M | Sell |
159,729
-65,290
| -29% | -$5.25M | 8.19% | 3 |
|
|
2024
Q4 | $19.8M | Buy |
225,019
+10,416
| +5% | +$916K | 11.29% | 2 |
|
|
2024
Q3 | $17.8M | Buy |
214,603
+2,556
| +1% | +$212K | 10.77% | 2 |
|
|
2024
Q2 | $17M | Buy |
212,047
+12,285
| +6% | +$984K | 11.26% | 2 |
|
|
2024
Q1 | $14.6M | Buy |
199,762
+10,223
| +5% | +$748K | 10.91% | 3 |
|
|
2023
Q4 | $12.3M | Buy |
+189,539
| New | +$12.3M | 9.24% | 3 |
|