Schrum Private Wealth Management’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 | $789K | Buy |
8,275
+10
| +0.1% | +$953 | 0.63% | 43 |
|
|
2025
Q1 | $664K | Buy |
8,265
+201
| +2% | +$16.2K | 0.58% | 49 |
|
|
2024
Q4 | $709K | Sell |
8,064
-6,772
| -46% | -$595K | 0.6% | 46 |
|
|
2024
Q3 | $1.23M | Buy |
14,836
+6,969
| +89% | +$578K | 0.64% | 42 |
|
|
2024
Q2 | $630K | Sell |
7,867
-1,809
| -19% | -$145K | 0.57% | 51 |
|
|
2024
Q1 | $708K | Buy |
9,676
+494
| +5% | +$36.1K | 0.64% | 43 |
|
|
2023
Q4 | $597K | Sell |
9,182
-482
| -5% | -$31.4K | 0.85% | 33 |
|
|
2023
Q3 | $573K | Buy |
9,664
+43
| +0.4% | +$2.55K | 0.65% | 44 |
|
|
2023
Q2 | $587K | Buy |
9,621
+28
| +0.3% | +$1.71K | 0.63% | 46 |
|
|
2023
Q1 | $531K | Sell |
9,593
-1,386
| -13% | -$76.7K | 0.61% | 50 |
|
|
2022
Q4 | $556K | Buy |
10,979
+27
| +0.2% | +$1.37K | 0.66% | 45 |
|
|
2022
Q3 | $549K | Buy |
10,952
+26
| +0.2% | +$1.3K | 0.69% | 41 |
|
|
2022
Q2 | $571K | Sell |
10,926
-4,408
| -29% | -$230K | 0.65% | 44 |
|
|
2022
Q1 | $937K | Buy |
15,334
+25
| +0.2% | +$1.53K | 0.94% | 29 |
|
|
2021
Q4 | $1.11M | Buy |
+15,309
| New | +$1.11M | 1.01% | 26 |
|