WMR
Wealth Management Resources’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 | $28.8M | Buy |
302,359
+1,967
| +0.7% | +$187K | 9.84% | 3 |
|
|
2025
Q1 | $24.1M | Buy |
300,392
+2,153
| +0.7% | +$173K | 8.76% | 5 |
|
|
2024
Q4 | $26.2M | Buy |
298,239
+66,995
| +29% | +$5.89M | 9.67% | 4 |
|
|
2024
Q3 | $19.2M | Buy |
231,244
+11,703
| +5% | +$971K | 7.69% | 4 |
|
|
2024
Q2 | $17.6M | Sell |
219,541
-6,006
| -3% | -$481K | 7.56% | 4 |
|
|
2024
Q1 | $16.5M | Buy |
225,547
+6,150
| +3% | +$450K | 7.13% | 3 |
|
|
2023
Q4 | $14.3M | Buy |
219,397
+52,180
| +31% | +$3.39M | 6.71% | 4 |
|
|
2023
Q3 | $9.91M | Sell |
167,217
-57,193
| -25% | -$3.39M | 4.79% | 9 |
|
|
2023
Q2 | $15.7M | Buy |
224,410
+17,806
| +9% | +$1.24M | 9.12% | 2 |
|
|
2023
Q1 | $11.4M | Buy |
206,604
+5,370
| +3% | +$297K | 7.04% | 4 |
|
|
2022
Q4 | $10.2M | Buy |
201,234
+10,682
| +6% | +$541K | 6.61% | 4 |
|
|
2022
Q3 | $10M | Buy |
190,552
+5,276
| +3% | +$278K | 6.68% | 4 |
|
|
2022
Q2 | $9.69M | Sell |
185,276
-10,752
| -5% | -$562K | 5.96% | 4 |
|
|
2022
Q1 | $13M | Buy |
196,028
+5,582
| +3% | +$370K | 8.97% | 2 |
|
|
2021
Q4 | $13.8M | Buy |
+190,446
| New | +$13.8M | 8.89% | 2 |
|