Alta Wealth Advisors’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 | $27.8M | Buy |
292,109
+406
| +0.1% | +$38.7K | 13.14% | 1 |
|
|
2025
Q1 | $23.4M | Buy |
291,703
+6,807
| +2% | +$547K | 10.76% | 2 |
|
|
2024
Q4 | $25M | Buy |
284,896
+4,391
| +2% | +$386K | 10.96% | 1 |
|
|
2024
Q3 | $23.3M | Buy |
280,505
+15,635
| +6% | +$1.3M | 10.63% | 1 |
|
|
2024
Q2 | $21.2M | Sell |
264,870
-157
| -0.1% | -$12.6K | 10.59% | 1 |
|
|
2024
Q1 | $19.4M | Buy |
265,027
+10,820
| +4% | +$791K | 9.85% | 2 |
|
|
2023
Q4 | $16.5M | Buy |
254,207
+99,184
| +64% | +$6.45M | 9.23% | 2 |
|
|
2023
Q3 | $9.19M | Buy |
155,023
+10,738
| +7% | +$637K | 5.63% | 1 |
|
|
2023
Q2 | $8.8M | Buy |
144,285
+10,287
| +8% | +$628K | 5.17% | 1 |
|
|
2023
Q1 | $7.42M | Buy |
133,998
+8,244
| +7% | +$456K | 4.68% | 1 |
|
|
2022
Q4 | $6.37M | Buy |
125,754
+16,072
| +15% | +$814K | 4.3% | 2 |
|
|
2022
Q3 | $5.5M | Buy |
109,682
+14,189
| +15% | +$711K | 3.93% | 1 |
|
|
2022
Q2 | $5M | Buy |
95,493
+12,947
| +16% | +$677K | 3.46% | 4 |
|
|
2022
Q1 | $5.47M | Buy |
82,546
+15,125
| +22% | +$1M | 3.24% | 4 |
|
|
2021
Q4 | $4.89M | Buy |
67,421
+36,688
| +119% | +$2.66M | 3.01% | 4 |
|
|
2021
Q3 | $1.97M | Buy |
30,733
+5,037
| +20% | +$323K | 1.43% | 13 |
|
|
2021
Q2 | $1.62M | Buy |
25,696
+2,930
| +13% | +$184K | 1.19% | 18 |
|
|
2021
Q1 | $1.28M | Buy |
22,766
+3,533
| +18% | +$199K | 1.07% | 22 |
|
|
2020
Q4 | $1.06M | Buy |
+19,233
| New | +$1.06M | 0.89% | 31 |
|