WealthPLAN 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 | $5.66M | Sell |
59,340
-25,838
| -30% | -$2.46M | 0.91% | 24 |
|
|
2025
Q1 | $6.85M | Buy |
85,178
+7,640
| +10% | +$614K | 0.97% | 24 |
|
|
2024
Q4 | $6.82M | Sell |
77,538
-2,354
| -3% | -$207K | 0.97% | 24 |
|
|
2024
Q3 | $6.63M | Sell |
79,892
-711
| -0.9% | -$59K | 0.89% | 26 |
|
|
2024
Q2 | $6.46M | Sell |
80,603
-437
| -0.5% | -$35K | 0.69% | 35 |
|
|
2024
Q1 | $5.93M | Buy |
81,040
+606
| +0.8% | +$44.3K | 0.61% | 47 |
|
|
2023
Q4 | $5.23M | Buy |
80,434
+14,674
| +22% | +$955K | 0.54% | 59 |
|
|
2023
Q3 | $3.9M | Buy |
65,760
+18,780
| +40% | +$1.11M | 0.45% | 65 |
|
|
2023
Q2 | $2.87M | Sell |
46,980
-10,407
| -18% | -$635K | 0.41% | 70 |
|
|
2023
Q1 | $3.18M | Sell |
57,387
-34,050
| -37% | -$1.89M | 0.36% | 74 |
|
|
2022
Q4 | $5M | Buy |
+91,437
| New | +$5M | 0.35% | 73 |
|
|
2022
Q1 | $656K | Buy |
11,345
+160
| +1% | +$9.25K | 0.05% | 219 |
|
|
2021
Q4 | $742K | Buy |
11,185
+425
| +4% | +$28.2K | 0.05% | 210 |
|
|
2021
Q3 | $775K | Buy |
10,760
+895
| +9% | +$64.5K | 0.05% | 197 |
|
|
2021
Q2 | $648K | Buy |
9,865
+515
| +6% | +$33.8K | 0.05% | 204 |
|
|
2021
Q1 | $555K | Buy |
9,350
+2,515
| +37% | +$149K | 0.04% | 213 |
|
|
2020
Q4 | $393K | Buy |
6,835
+700
| +11% | +$40.2K | 0.03% | 237 |
|
|
2020
Q3 | $321K | Sell |
6,135
-807
| -12% | -$42.2K | 0.03% | 244 |
|
|
2020
Q2 | $344K | Sell |
6,942
-12
| -0.2% | -$595 | 0.04% | 220 |
|
|
2020
Q1 | $284K | Buy |
+6,954
| New | +$284K | 0.04% | 202 |
|
|
2017
Q2 | – | Sell |
-1,360
| Closed | -$38.6K | – | 387 |
|
|
2017
Q1 | $38.6K | Buy |
+1,360
| New | +$38.6K | 0.13% | 133 |
|