Rollins Financial Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.67M | Sell |
48,969
-3,080
| -6% | -$294K | 0.74% | 26 |
|
2025
Q1 | $4.18M | Sell |
52,049
-1,811
| -3% | -$146K | 0.73% | 27 |
|
2024
Q4 | $4.73M | Sell |
53,860
-348
| -0.6% | -$30.6K | 0.74% | 24 |
|
2024
Q3 | $4.5M | Sell |
54,208
-4,941
| -8% | -$410K | 0.75% | 24 |
|
2024
Q2 | $4.74M | Sell |
59,149
-2,727
| -4% | -$219K | 0.81% | 22 |
|
2024
Q1 | $4.53M | Sell |
61,876
-3,890
| -6% | -$285K | 0.85% | 22 |
|
2023
Q4 | $4.28M | Buy |
+65,766
| New | +$4.28M | 0.89% | 19 |
|