SFPG
Stonebridge Financial Planning Group’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 | $1.47M | Sell |
15,414
-785
| -5% | -$74.8K | 0.61% | 54 |
|
2025
Q1 | $1.3M | Sell |
16,199
-1,075
| -6% | -$86.4K | 0.59% | 53 |
|
2024
Q4 | $1.52M | Sell |
17,274
-953
| -5% | -$83.8K | 0.68% | 45 |
|
2024
Q3 | $1.51M | Sell |
18,227
-286
| -2% | -$23.7K | 0.72% | 43 |
|
2024
Q2 | $1.48M | Sell |
18,513
-1,179
| -6% | -$94.5K | 0.75% | 40 |
|
2024
Q1 | $1.44M | Sell |
19,692
-404
| -2% | -$29.6K | 0.76% | 40 |
|
2023
Q4 | $1.31M | Buy |
20,096
+2,326
| +13% | +$151K | 0.75% | 40 |
|
2023
Q3 | $1.05M | Sell |
17,770
-2,306
| -11% | -$137K | 0.68% | 43 |
|
2023
Q2 | $1.22M | Sell |
20,076
-172
| -0.8% | -$10.5K | 0.75% | 43 |
|
2023
Q1 | $1.12M | Sell |
20,248
-1,799
| -8% | -$99.6K | 0.72% | 45 |
|
2022
Q4 | $1.12M | Buy |
22,047
+3,210
| +17% | +$163K | 0.74% | 45 |
|
2022
Q3 | $944K | Buy |
18,837
+9,076
| +93% | +$455K | 0.66% | 50 |
|
2022
Q2 | $510K | Buy |
+9,761
| New | +$510K | 0.35% | 67 |
|