SWM
SilverOak 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 | $56.3M | Buy |
591,043
+17,343
| +3% | +$1.65M | 10.57% | 4 |
|
|
2025
Q1 | $46.1M | Buy |
573,700
+32,244
| +6% | +$2.59M | 9.97% | 4 |
|
|
2024
Q4 | $47.6M | Buy |
541,456
+29,047
| +6% | +$2.55M | 10.24% | 4 |
|
|
2024
Q3 | $42.5M | Buy |
512,409
+14,019
| +3% | +$1.16M | 9.53% | 4 |
|
|
2024
Q2 | $39.9M | Buy |
498,390
+4,854
| +1% | +$389K | 9.59% | 4 |
|
|
2024
Q1 | $36.1M | Buy |
493,536
+7,131
| +1% | +$522K | 8.97% | 4 |
|
|
2023
Q4 | $31.6M | Buy |
+486,405
| New | +$31.6M | 8.55% | 5 |
|