AWM
Able Wealth Management’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 | $5.25M | Buy |
55,029
+51,967
| +1,697% | +$4.95M | 2.65% | 14 |
|
|
2025
Q1 | $246K | Sell |
3,062
-111
| -3% | -$8.92K | 0.15% | 86 |
|
|
2024
Q4 | $279K | Sell |
3,173
-3
| -0.1% | -$264 | 0.18% | 77 |
|
|
2024
Q3 | $263K | Sell |
3,176
-856
| -21% | -$71K | 0.2% | 76 |
|
|
2024
Q2 | $323K | Buy |
4,032
+263
| +7% | +$21.1K | 0.27% | 59 |
|
|
2024
Q1 | $276K | Sell |
3,769
-121
| -3% | -$8.85K | 0.24% | 67 |
|
|
2023
Q4 | $253K | Buy |
+3,890
| New | +$253K | 0.23% | 67 |
|