SWM
SFG Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Sell |
10,319
-108
| -1% | -$10.3K | 0.59% | 30 |
|
|
2025
Q1 | $838K | Sell |
10,427
-49
| -0.5% | -$3.94K | 0.41% | 48 |
|
|
2024
Q4 | $921K | Buy |
10,476
+66
| +0.6% | +$5.8K | 0.48% | 35 |
|
|
2024
Q3 | $863K | Sell |
10,410
-346
| -3% | -$28.7K | 0.46% | 38 |
|
|
2024
Q2 | $862K | Sell |
10,756
-68
| -0.6% | -$5.45K | 0.49% | 35 |
|
|
2024
Q1 | $792K | Sell |
10,824
-685
| -6% | -$50.1K | 0.47% | 33 |
|
|
2023
Q4 | $749K | Sell |
11,509
-432
| -4% | -$28.1K | 0.5% | 37 |
|
|
2023
Q3 | $708K | Buy |
11,941
+571
| +5% | +$33.9K | 0.56% | 36 |
|
|
2023
Q2 | $694K | Buy |
11,370
+1,117
| +11% | +$68.1K | 0.58% | 32 |
|
|
2023
Q1 | $568K | Buy |
10,253
+601
| +6% | +$33.3K | 0.63% | 27 |
|
|
2022
Q4 | $489K | Buy |
9,652
+36
| +0.4% | +$1.82K | 0.6% | 32 |
|
|
2022
Q3 | $482K | Buy |
9,616
+1,219
| +15% | +$61.1K | 0.65% | 34 |
|
|
2022
Q2 | $439K | Buy |
+8,397
| New | +$439K | 0.51% | 45 |
|
|
2022
Q1 | – | Sell |
-26,577
| Closed | -$1.93M | – | 100 |
|
|
2021
Q4 | $1.93M | Buy |
+26,577
| New | +$1.93M | 1.71% | 21 |
|