Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $23.3M | Sell |
444,939
-59,867
| -12% | -$3.13M | 1.67% | 14 |
|
|
2022
Q1 | $33.4M | Buy |
504,806
+16,984
| +3% | +$1.12M | 2.15% | 11 |
|
|
2021
Q4 | $35.4M | Sell |
487,822
-1,941
| -0.4% | -$141K | 2.28% | 12 |
|
|
2021
Q3 | $31.4M | Buy |
489,763
+2,741
| +0.6% | +$175K | 2.24% | 11 |
|
|
2021
Q2 | $30.7M | Sell |
487,022
-14,212
| -3% | -$895K | 2.25% | 11 |
|
|
2021
Q1 | $28.3M | Buy |
501,234
+10,445
| +2% | +$589K | 2.27% | 11 |
|
|
2020
Q4 | $27.1M | Buy |
490,789
+11,806
| +2% | +$653K | 2.4% | 11 |
|
|
2020
Q3 | $24M | Buy |
478,983
+15,510
| +3% | +$777K | 2.5% | 11 |
|
|
2020
Q2 | $20.8M | Sell |
463,473
-57,867
| -11% | -$2.6M | 2.34% | 11 |
|
|
2020
Q1 | $18.6M | Sell |
521,340
-122,008
| -19% | -$4.36M | 2.55% | 9 |
|
|
2019
Q4 | $27M | Buy |
643,348
+11,618
| +2% | +$487K | 3.23% | 8 |
|
|
2019
Q3 | $24.6M | Buy |
631,730
+48,009
| +8% | +$1.87M | 3.31% | 7 |
|
|
2019
Q2 | $22.6M | Buy |
583,721
+85,216
| +17% | +$3.3M | 3.28% | 7 |
|
|
2019
Q1 | $18.5M | Buy |
498,505
+129,680
| +35% | +$4.83M | 2.96% | 9 |
|
|
2018
Q4 | $12M | Sell |
368,825
-155,788
| -30% | -$5.06M | 2.29% | 11 |
|
|
2018
Q3 | $20.1M | Buy |
524,613
+243,658
| +87% | +$9.32M | 3.85% | 4 |
|
|
2018
Q2 | $9.87M | Buy |
280,955
+117,383
| +72% | +$4.12M | 2.63% | 6 |
|
|
2018
Q1 | $5.48M | Buy |
163,572
+77,289
| +90% | +$2.59M | 2.16% | 10 |
|
|
2017
Q4 | $2.85M | Buy |
+86,283
| New | +$2.85M | 1.3% | 18 |
|