WealthPlan Investment Management’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 | $7.33M | Buy |
76,864
+28,309
| +58% | +$2.7M | 0.53% | 64 |
|
|
2025
Q1 | $3.9M | Buy |
48,555
+811
| +2% | +$65.2K | 0.38% | 76 |
|
|
2024
Q4 | $4.2M | Buy |
47,744
+388
| +0.8% | +$34.1K | 0.41% | 70 |
|
|
2024
Q3 | $3.93M | Buy |
47,356
+3,745
| +9% | +$311K | 0.4% | 76 |
|
|
2024
Q2 | $3.49M | Buy |
43,611
+1,539
| +4% | +$123K | 0.53% | 64 |
|
|
2024
Q1 | $3.08M | Buy |
42,072
+11,063
| +36% | +$809K | 0.47% | 64 |
|
|
2023
Q4 | $2.02M | Buy |
31,009
+826
| +3% | +$53.7K | 0.32% | 74 |
|
|
2023
Q3 | $1.79M | Buy |
30,183
+9,791
| +48% | +$580K | 0.32% | 71 |
|
|
2023
Q2 | $1.24M | Sell |
20,392
-10,284
| -34% | -$627K | 0.37% | 69 |
|
|
2023
Q1 | $1.7M | Sell |
30,676
-60,735
| -66% | -$3.36M | 0.29% | 73 |
|
|
2022
Q4 | $4.99M | Buy |
91,411
+75,803
| +486% | +$4.14M | 0.35% | 73 |
|
|
2022
Q3 | $821K | Buy |
+15,608
| New | +$821K | 0.06% | 182 |
|
|
2022
Q1 | $656K | Buy |
+11,345
| New | +$656K | 0.05% | 219 |
|