Tower Wealth Partners’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 | $19.3M | Buy |
202,481
+2,978
| +1% | +$284K | 11.41% | 2 |
|
|
2025
Q1 | $16M | Sell |
199,503
-2,276
| -1% | -$183K | 8.57% | 3 |
|
|
2024
Q4 | $17.7M | Buy |
201,779
+15,153
| +8% | +$1.33M | 9.28% | 2 |
|
|
2024
Q3 | $15.5M | Sell |
186,626
-444
| -0.2% | -$36.8K | 9% | 3 |
|
|
2024
Q2 | $15M | Buy |
187,070
+3,811
| +2% | +$305K | 9.25% | 2 |
|
|
2024
Q1 | $13.4M | Buy |
183,259
+2,783
| +2% | +$204K | 8.7% | 3 |
|
|
2023
Q4 | $11.7M | Buy |
+180,476
| New | +$11.7M | 8.3% | 4 |
|