Triad 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
$490K Buy
5,140
+1,048
+26% +$99.9K 0.1% 155
2025
Q1
$329K Buy
+4,092
New +$329K 0.1% 147
2024
Q3
Sell
-547
Closed -$43.8K 791
2024
Q2
$43.8K Buy
+547
New +$43.8K 0.02% 247