Wrenne Financial Planning’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 | $2.79M | Buy |
29,220
+2,112
| +8% | +$201K | 1.3% | 15 |
|
|
2025
Q1 | $2.18M | Sell |
27,108
-151
| -0.6% | -$12.1K | 1.16% | 16 |
|
|
2024
Q4 | $2.4M | Sell |
27,259
-3,551
| -12% | -$312K | 1.36% | 14 |
|
|
2024
Q3 | $2.56M | Sell |
30,810
-774
| -2% | -$64.2K | 1.52% | 15 |
|
|
2024
Q2 | $2.53M | Buy |
31,584
+540
| +2% | +$43.3K | 1.75% | 14 |
|
|
2024
Q1 | $2.27M | Sell |
31,044
-14,841
| -32% | -$1.09M | 1.68% | 15 |
|
|
2023
Q4 | $2.99M | Buy |
+45,885
| New | +$2.99M | 2.54% | 13 |
|