WJ Wealth 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 | $906K | Sell |
9,506
-450
| -5% | -$42.9K | 0.29% | 54 |
|
|
2025
Q1 | $800K | Sell |
9,956
-1,196
| -11% | -$96.1K | 0.28% | 51 |
|
|
2024
Q4 | $980K | Sell |
11,152
-140
| -1% | -$12.3K | 0.34% | 43 |
|
|
2024
Q3 | $937K | Sell |
11,292
-260
| -2% | -$21.6K | 0.33% | 42 |
|
|
2024
Q2 | $926K | Sell |
11,552
-70,025
| -86% | -$5.61M | 0.34% | 42 |
|
|
2024
Q1 | $5.97M | Buy |
81,577
+30,779
| +61% | +$2.25M | 2.37% | 13 |
|
|
2023
Q4 | $3.3M | Buy |
50,798
+10,326
| +26% | +$672K | 1.44% | 21 |
|
|
2023
Q3 | $2.4M | Buy |
40,472
+10,991
| +37% | +$652K | 1.17% | 24 |
|
|
2023
Q2 | $1.8M | Buy |
+29,481
| New | +$1.8M | 0.85% | 26 |
|
|
2022
Q4 | – | Sell |
-4,774
| Closed | -$240K | – | 56 |
|
|
2022
Q3 | $240K | Buy |
+4,774
| New | +$240K | 0.15% | 49 |
|
|
2022
Q2 | – | Sell |
-3,727
| Closed | -$247K | – | 60 |
|
|
2022
Q1 | $247K | Sell |
3,727
-400
| -10% | -$26.5K | 0.16% | 42 |
|
|
2021
Q4 | $295K | Hold |
4,127
| – | – | 0.18% | 48 |
|
|
2021
Q3 | $264K | Buy |
4,127
+889
| +27% | +$56.9K | 0.18% | 51 |
|
|
2021
Q2 | $204K | Buy |
+3,238
| New | +$204K | 0.63% | 42 |
|
|
2020
Q3 | – | Sell |
-4,808
| Closed | -$216K | – | 48 |
|
|
2020
Q2 | $216K | Buy |
+4,808
| New | +$216K | 0.15% | 47 |
|