Symphony Financial’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 | $30.8M | Buy |
302,628
+187,529
| +163% | +$19.1M | 4.04% | 3 |
|
|
2025
Q1 | $9.1M | Sell |
115,099
-216,882
| -65% | -$17.2M | 5.39% | 5 |
|
|
2024
Q4 | $30.1M | Buy |
331,981
+3,832
| +1% | +$348K | 4.73% | 3 |
|
|
2024
Q3 | $27M | Buy |
328,149
+6,831
| +2% | +$563K | 4.47% | 2 |
|
|
2024
Q2 | $25.9M | Buy |
321,318
+47,710
| +17% | +$3.85M | 4.73% | 2 |
|
|
2024
Q1 | $20M | Buy |
273,608
+49,206
| +22% | +$3.6M | 4.66% | 2 |
|
|
2023
Q4 | $14.7M | Sell |
224,402
-95,480
| -30% | -$6.25M | 3.16% | 6 |
|
|
2023
Q3 | $19M | Sell |
319,882
-26,971
| -8% | -$1.6M | 4.66% | 6 |
|
|
2023
Q2 | $20.9M | Sell |
346,853
-7,750
| -2% | -$467K | 5.13% | 1 |
|
|
2023
Q1 | $19.4M | Buy |
354,603
+1,503
| +0.4% | +$82.2K | 5.02% | 1 |
|
|
2022
Q4 | $17.8M | Buy |
353,100
+45,961
| +15% | +$2.32M | 4.72% | 2 |
|
|
2022
Q3 | $15.6M | Sell |
307,139
-51,398
| -14% | -$2.62M | 5.12% | 1 |
|
|
2022
Q2 | $19M | Sell |
358,537
-31,654
| -8% | -$1.68M | 5.61% | 1 |
|
|
2022
Q1 | $24.7M | Buy |
390,191
+41,080
| +12% | +$2.61M | 5.81% | 1 |
|
|
2021
Q4 | $25.4M | Buy |
349,111
+75,834
| +28% | +$5.52M | 7.06% | 1 |
|
|
2021
Q3 | $17.6M | Buy |
273,277
+4,870
| +2% | +$314K | 6.14% | 3 |
|
|
2021
Q2 | $16.9M | Sell |
268,407
-29,463
| -10% | -$1.85M | 5.75% | 3 |
|
|
2021
Q1 | $20.5M | Buy |
297,870
+94,216
| +46% | +$6.48M | 5.42% | 3 |
|
|
2020
Q4 | $11.1M | Sell |
203,654
-40,391
| -17% | -$2.2M | 3.98% | 3 |
|
|
2020
Q3 | $12.2M | Buy |
244,045
+110,105
| +82% | +$5.52M | 4.99% | 3 |
|
|
2020
Q2 | $6.02M | Buy |
+133,940
| New | +$6.02M | 2.91% | 4 |
|