Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
39,169
-1,201
| -3% | -$114K | 1.01% | 17 |
|
|
2025
Q1 | $3.24M | Sell |
40,370
-1,673
| -4% | -$134K | 1.06% | 18 |
|
|
2024
Q4 | $3.7M | Buy |
42,043
+679
| +2% | +$59.7K | 1.15% | 18 |
|
|
2024
Q3 | $3.43M | Sell |
41,364
-2,499
| -6% | -$207K | 1.1% | 18 |
|
|
2024
Q2 | $3.51M | Sell |
43,863
-23,334
| -35% | -$1.87M | 1.15% | 16 |
|
|
2024
Q1 | $4.92M | Sell |
67,197
-92,771
| -58% | -$6.79M | 1.61% | 12 |
|
|
2023
Q4 | $10.4M | Buy |
159,968
+55,244
| +53% | +$3.59M | 3.67% | 4 |
|
|
2023
Q3 | $6.21M | Buy |
104,724
+3,898
| +4% | +$231K | 2.38% | 7 |
|
|
2023
Q2 | $6.15M | Buy |
100,826
+7,896
| +8% | +$482K | 2.27% | 8 |
|
|
2023
Q1 | $5.14M | Buy |
92,930
+92,610
| +28,941% | +$5.13M | 1.97% | 10 |
|
|
2022
Q4 | $16.2K | Hold |
320
| – | – | 0.01% | 351 |
|
|
2022
Q3 | $17K | Hold |
320
| – | – | 0.01% | 335 |
|
|
2022
Q2 | $17K | Hold |
320
| – | – | 0.01% | 364 |
|
|
2022
Q1 | $21K | Buy |
320
+157
| +96% | +$10.3K | 0.01% | 332 |
|
|
2021
Q4 | $12K | Buy |
163
+40
| +33% | +$2.95K | ﹤0.01% | 351 |
|
|
2021
Q3 | $8K | Buy |
123
+38
| +45% | +$2.47K | ﹤0.01% | 352 |
|
|
2021
Q2 | $5K | Buy |
85
+14
| +20% | +$824 | ﹤0.01% | 331 |
|
|
2021
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 313 |
|
|
2020
Q4 | $4K | Buy |
71
+2
| +3% | +$113 | ﹤0.01% | 309 |
|
|
2020
Q3 | $3K | Buy |
69
+2
| +3% | +$87 | ﹤0.01% | 288 |
|
|
2020
Q2 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 277 |
|
|
2020
Q1 | – | Sell |
-17,680
| Closed | -$741K | – | 412 |
|
|
2019
Q4 | $741K | Buy |
+17,680
| New | +$741K | 0.47% | 44 |
|