Shepherd Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39M | Sell |
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|
2025
Q2 | $36.7M | Sell |
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|
2025
Q1 | $32.1M | Buy |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $3.06M | Buy |
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|
2024
Q2 | $2.87M | Hold |
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|
2024
Q1 | $2.62M | Buy |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $861K | Hold |
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|
2023
Q2 | $886K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.68M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $330K | Sell |
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|
2018
Q3 | $413K | Hold |
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|
2018
Q2 | $416K | Buy |
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