Arete 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
$14.8M Buy
155,152
+2,835
+2% +$270K 1.05% 20
2025
Q1
$12.2M Buy
152,317
+10,742
+8% +$863K 0.94% 21
2024
Q4
$12.5M Buy
141,575
+46,357
+49% +$4.09M 0.9% 19
2024
Q3
$7.84M Sell
95,218
-3,873
-4% -$319K 0.67% 28
2024
Q2
$7.97M Buy
99,091
+31,233
+46% +$2.51M 0.65% 27
2024
Q1
$4.96M Buy
67,858
+20,584
+44% +$1.51M 0.46% 53
2023
Q4
$3.08M Buy
47,274
+32,630
+223% +$2.12M 0.23% 88
2023
Q3
$868K Sell
14,644
-48,966
-77% -$2.9M 0.15% 150
2023
Q2
$3.88M Sell
63,610
-125
-0.2% -$7.63K 0.34% 67
2023
Q1
$3.53M Buy
63,735
+1,122
+2% +$62.1K 0.29% 76
2022
Q4
$3.17B Sell
62,613
-2,636
-4% -$134M 0.28% 78
2022
Q3
$3.27M Buy
65,249
+25,019
+62% +$1.25M 0.32% 68
2022
Q2
$2.11M Sell
40,230
-10,577
-21% -$554K 0.21% 89
2022
Q1
$3.36M Buy
50,807
+27,827
+121% +$1.84M 0.28% 79
2021
Q4
$1.68M Buy
22,980
+535
+2% +$39K 0.14% 136
2021
Q3
$1.44M Sell
22,445
-528
-2% -$33.8K 0.16% 127
2021
Q2
$1.23M Sell
22,973
-501
-2% -$26.9K 0.17% 114
2021
Q1
$1.32M Sell
23,474
-43,055
-65% -$2.43M 0.17% 130
2020
Q4
$3.67M Sell
66,529
-815
-1% -$44.9K 0.52% 45
2020
Q3
$3.35M Sell
67,344
-4,075
-6% -$203K 0.51% 46
2020
Q2
$3.21M Buy
71,419
+10,848
+18% +$487K 0.56% 39
2020
Q1
$2.16M Buy
60,571
+3,432
+6% +$122K 0.43% 51
2019
Q4
$2.4M Buy
57,139
+27,299
+91% +$1.14M 0.42% 60
2019
Q3
$1.16M Buy
29,840
+4,305
+17% +$167K 0.22% 113
2019
Q2
$989K Buy
25,535
+4,374
+21% +$169K 0.19% 136
2019
Q1
$787K Buy
21,161
+6,115
+41% +$227K 0.16% 156
2018
Q4
$489K Buy
15,046
+3,871
+35% +$126K 0.12% 192
2018
Q3
$427K Buy
11,175
+28
+0.3% +$1.07K 0.09% 209
2018
Q2
$392K Sell
11,147
-70
-0.6% -$2.46K 0.09% 226
2018
Q1
$376K Buy
+11,217
New +$376K 0.12% 206