AWM
Aprio 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 | $586K | Sell |
6,150
-1,351
| -18% | -$129K | 0.07% | 167 |
|
|
2025
Q1 | $603K | Buy |
7,501
+188
| +3% | +$15.1K | 0.08% | 155 |
|
|
2024
Q4 | $643K | Sell |
7,313
-1,286
| -15% | -$113K | 0.09% | 117 |
|
|
2024
Q3 | $713K | Sell |
8,599
-1,786
| -17% | -$148K | 0.11% | 100 |
|
|
2024
Q2 | $832K | Sell |
10,385
-8,232
| -44% | -$660K | 0.15% | 83 |
|
|
2024
Q1 | $1.36M | Buy |
18,617
+914
| +5% | +$66.9K | 0.27% | 45 |
|
|
2023
Q4 | $1.15M | Sell |
17,703
-1,299
| -7% | -$84.5K | 0.26% | 48 |
|
|
2023
Q3 | $1.13M | Buy |
19,002
+939
| +5% | +$55.7K | 0.31% | 43 |
|
|
2023
Q2 | $1.1M | Buy |
+18,063
| New | +$1.1M | 0.3% | 41 |
|
|
2022
Q2 | – | Sell |
-4,168
| Closed | -$276K | – | 104 |
|
|
2022
Q1 | $276K | Sell |
4,168
-65,242
| -94% | -$4.32M | 0.11% | 78 |
|
|
2021
Q4 | $5.03M | Buy |
69,410
+18,872
| +37% | +$1.37M | 2.1% | 11 |
|
|
2021
Q3 | $3.24M | Buy |
+50,538
| New | +$3.24M | 1.47% | 16 |
|
|
2020
Q4 | – | Sell |
-32,179
| Closed | -$1.61M | – | 64 |
|
|
2020
Q3 | $1.61M | Buy |
32,179
+1,492
| +5% | +$74.7K | 1.14% | 19 |
|
|
2020
Q2 | $1.38M | Sell |
30,687
-57,311
| -65% | -$2.57M | 1.33% | 17 |
|
|
2020
Q1 | $3.15M | Sell |
87,998
-19,340
| -18% | -$691K | 3.99% | 4 |
|
|
2019
Q4 | $4.5M | Buy |
+107,338
| New | +$4.5M | 3.32% | 9 |
|