Sage Financial Management Group’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 | $11.8M | Sell |
124,068
-11,494
| -8% | -$1.1M | 4.09% | 6 |
|
|
2025
Q1 | $10.9M | Buy |
135,562
+983
| +0.7% | +$79K | 3.95% | 7 |
|
|
2024
Q4 | $11.8M | Buy |
134,579
+1,856
| +1% | +$163K | 4.38% | 7 |
|
|
2024
Q3 | $11M | Buy |
132,723
+5,427
| +4% | +$450K | 4.27% | 7 |
|
|
2024
Q2 | $10.2M | Buy |
127,296
+165
| +0.1% | +$13.2K | 30.99% | 2 |
|
|
2024
Q1 | $9.3M | Buy |
127,131
+2,435
| +2% | +$178K | 4.4% | 7 |
|
|
2023
Q4 | $8.11M | Sell |
124,696
-2,121
| -2% | -$138K | 4.35% | 6 |
|
|
2023
Q3 | $7.52M | Buy |
126,817
+2,371
| +2% | +$141K | 4.52% | 6 |
|
|
2023
Q2 | $7.59M | Buy |
+124,446
| New | +$7.59M | 45.57% | 1 |
|