SW
SkyOak Wealth’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 | $3.11M | Buy |
32,583
+1,950
| +6% | +$186K | 0.62% | 43 |
|
|
2025
Q1 | $2.46M | Sell |
30,633
-2,811
| -8% | -$226K | 0.54% | 48 |
|
|
2024
Q4 | $2.94M | Sell |
33,444
-1,245
| -4% | -$109K | 0.63% | 41 |
|
|
2024
Q3 | $2.88M | Sell |
34,689
-215
| -0.6% | -$17.8K | 0.64% | 43 |
|
|
2024
Q2 | $2.8M | Buy |
34,904
+1,400
| +4% | +$112K | 0.65% | 41 |
|
|
2024
Q1 | $2.45M | Sell |
33,504
-635
| -2% | -$46.5K | 0.59% | 47 |
|
|
2023
Q4 | $2.22M | Sell |
34,139
-129
| -0.4% | -$8.39K | 0.58% | 48 |
|
|
2023
Q3 | $2.03M | Sell |
34,268
-288
| -0.8% | -$17.1K | 0.59% | 44 |
|
|
2023
Q2 | $2.11M | Buy |
34,556
+6,372
| +23% | +$389K | 0.6% | 42 |
|
|
2023
Q1 | $1.56M | Buy |
28,184
+2,860
| +11% | +$158K | 0.48% | 52 |
|
|
2022
Q4 | $1.28M | Buy |
+25,324
| New | +$1.28M | 0.43% | 59 |
|