Waller Financial Planning Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.7M | Buy |
|
|||||
|
2025
Q2 | $9.51M | Buy |
|
|||||
|
2025
Q1 | $6.58M | Sell |
|
|||||
|
2024
Q4 | $7.91M | Buy |
|
|||||
|
2024
Q3 | $7.05M | Buy |
|
|||||
|
2024
Q2 | $6.66M | Buy |
|
|||||
|
2024
Q1 | $6.07M | Buy |
|
|||||
|
2023
Q4 | $4.63M | Sell |
|
|||||
|
2023
Q3 | $4.32M | Sell |
|
|||||
|
2023
Q2 | $4.65M | Sell |
|
|||||
|
2023
Q1 | $4.6M | Sell |
|
|||||
|
2022
Q4 | $6.06M | Buy |
|
|||||
|
2022
Q3 | $5.98M | Buy |
|
|||||
|
2022
Q2 | $6.22M | Buy |
|
|||||
|
2022
Q1 | $7.41M | Buy |
|
|||||
|
2021
Q4 | $7.93M | Sell |
|
|||||
|
2021
Q3 | $7.46M | Buy |
|
|||||
|
2021
Q2 | $7.18M | Buy |
|
|||||
|
2021
Q1 | $5.55M | Sell |
|
|||||
|
2020
Q4 | $5.63M | Sell |
|
|||||
|
2020
Q3 | $5.89M | Sell |
|
|||||
|
2020
Q2 | $5.4M | Sell |
|
|||||
|
2020
Q1 | $6.58M | Buy |
|
|||||
|
2019
Q4 | $6.59M | Buy |
|
|||||
|
2019
Q3 | $6.12M | Buy |
|
|||||
|
2019
Q2 | $5.89M | Buy |
|
|||||
|
2019
Q1 | $5.38M | Buy |
|
|||||
|
2018
Q4 | $4.45M | Buy |
|