Retirement Income Solutions’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
2026 Q1	$3.31M	Buy	33,803 +18	+0.1%	+$1.87K	0.57%	25
2025 Q4	$3.6M	Sell	33,785 -1,050	-3%	-$111K	0.61%	25
2025 Q3	$3.64M	Sell	34,835 -1,977	-5%	-$197K	0.62%	23
2025 Q2	$3.51M	Sell	36,812 -1,371	-4%	-$118K	0.64%	23
2025 Q1	$3.07M	Sell	38,183 -8,453	-18%	-$738K	0.64%	22
2024 Q4	$4.1M	Sell	46,636 -2,128	-4%	-$184K	0.83%	20
2024 Q3	$4.04M	Sell	48,764 -845	-2%	-$67.5K	0.92%	18
2024 Q2	$3.98M	Sell	49,609 -8,862	-15%	-$662K	0.96%	18
2024 Q1	$4.28M	Sell	58,471 -290	-0.5%	-$20.2K	0.97%	18
2023 Q4	$3.82M	Buy	58,761 +5,206	+10%	+$321K	0.95%	18
2023 Q3	$3.17M	Sell	53,555 -2,275	-4%	-$139K	0.89%	21
2023 Q2	$3.41M	Buy	55,830 +2,359	+4%	+$135K	0.91%	21
2023 Q1	$2.96M	Sell	53,471 -6,275	-11%	-$332K	0.86%	20
2022 Q4	$3.03M	Sell	59,746 -6,588	-10%	-$343K	0.96%	17
2022 Q3	$3.38M	Buy	66,334 +8,353	+14%	+$470K	1.21%	17
2022 Q2	$3.03M	Buy	57,981 +2,008	+4%	+$115K	1.08%	16
2022 Q1	$3.71M	Buy	55,973 +1,780	+3%	+$116K	1.02%	16
2021 Q4	$3.93M	Sell	54,193 -13,370	-20%	-$933K	1.05%	16
2021 Q3	$4.33M	Buy	67,563 +1,214	+2%	+$80.2K	1.45%	14
2021 Q2	$4.18M	Sell	66,349 -57,419	-46%	-$3.44M	1.43%	14
2021 Q1	$6.98M	Sell	123,768 -5,590	-4%	-$313K	2.41%	11
2020 Q4	$7.15M	Buy	129,358 +7,900	+7%	+$415K	2.59%	7
2020 Q3	$6.09M	Sell	121,458 -10,626	-8%	-$521K	2.7%	7
2020 Q2	$5.93M	Buy	132,084 +5,575	+4%	+$232K	2.5%	9
2020 Q1	$4.52M	Buy	126,509 +4,402	+4%	+$180K	2.54%	8
2019 Q4	$5.12M	Buy	122,107 +114,481	+1,501%	+$4.59M	2.13%	8
2019 Q3	$297K	Buy	+7,626	New	+$298K	0.16%	57

Other funds holding SPYG