WFA
Wellspring Financial Advisors’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 | $7.76M | Sell |
81,406
-2,227
| -3% | -$212K | 0.78% | 23 |
|
|
2025
Q1 | $6.72M | Sell |
83,633
-173,066
| -67% | -$13.9M | 0.75% | 22 |
|
|
2024
Q4 | $9.02M | Buy |
256,699
+11,445
| +5% | +$402K | 0.94% | 21 |
|
|
2024
Q3 | $8.53M | Buy |
245,254
+140,911
| +135% | +$4.9M | 1.02% | 20 |
|
|
2024
Q2 | $8.36M | Sell |
104,343
-5,886
| -5% | -$472K | 1.14% | 21 |
|
|
2024
Q1 | $8.06M | Sell |
110,229
-1,838
| -2% | -$134K | 1.27% | 19 |
|
|
2023
Q4 | $7.29M | Sell |
112,067
-6,896
| -6% | -$449K | 1.81% | 16 |
|
|
2023
Q3 | $7.05M | Buy |
118,963
+752
| +0.6% | +$44.6K | 2.06% | 15 |
|
|
2023
Q2 | $7.21M | Buy |
118,211
+2,374
| +2% | +$145K | 2.04% | 16 |
|
|
2023
Q1 | $6.41M | Buy |
115,837
+71,964
| +164% | +$3.98M | 1.9% | 15 |
|
|
2022
Q4 | $2.22M | Buy |
+43,873
| New | +$2.22M | 0.74% | 31 |
|