Principle Wealth Partners’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $750K | Sell |
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|
2025
Q2 | $694K | Hold |
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|
2025
Q1 | $585K | Hold |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | $592K | Hold |
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|
2024
Q2 | $571K | Hold |
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $346K | Hold |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $348 | Sell |
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|
2022
Q2 | $459K | Buy |
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|
2022
Q1 | $405K | Buy |
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|
2021
Q4 | $314K | Buy |
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