Stone Summit Wealth’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 | $4.64M | Buy |
48,630
+26,163
| +116% | +$2.49M | 1.44% | 19 |
|
|
2025
Q1 | $1.81M | Buy |
22,467
+1,150
| +5% | +$92.4K | 0.61% | 54 |
|
|
2024
Q4 | $1.87M | Buy |
21,317
+814
| +4% | +$71.6K | 0.63% | 53 |
|
|
2024
Q3 | $1.7M | Buy |
20,503
+2,553
| +14% | +$212K | 0.55% | 57 |
|
|
2024
Q2 | $1.44M | Buy |
17,950
+736
| +4% | +$59K | 0.52% | 58 |
|
|
2024
Q1 | $1.26M | Buy |
17,214
+568
| +3% | +$41.5K | 0.44% | 67 |
|
|
2023
Q4 | $1.08M | Sell |
16,646
-508
| -3% | -$33.1K | 0.42% | 71 |
|
|
2023
Q3 | $1.02M | Sell |
17,154
-278
| -2% | -$16.5K | 0.44% | 69 |
|
|
2023
Q2 | $1.06M | Sell |
17,432
-3,826
| -18% | -$233K | 0.44% | 67 |
|
|
2023
Q1 | $1.18M | Sell |
21,258
-4,186
| -16% | -$232K | 0.52% | 63 |
|
|
2022
Q4 | $1.29M | Buy |
25,444
+106
| +0.4% | +$5.37K | 0.63% | 55 |
|
|
2022
Q3 | $1.27M | Buy |
25,338
+885
| +4% | +$44.4K | 0.78% | 48 |
|
|
2022
Q2 | $1.28M | Buy |
24,453
+2,456
| +11% | +$128K | 0.76% | 49 |
|
|
2022
Q1 | $1.45M | Sell |
21,997
-337
| -2% | -$22.3K | 0.81% | 41 |
|
|
2021
Q4 | $1.62M | Buy |
+22,334
| New | +$1.62M | 1.31% | 30 |
|