Avantax Advisory Services’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 | $12M | Buy |
125,512
+2,234
| +2% | +$213K | 0.07% | 232 |
|
|
2025
Q1 | $9.91M | Buy |
123,278
+1,770
| +1% | +$142K | 0.06% | 249 |
|
|
2024
Q4 | $10.7M | Buy |
121,508
+11,796
| +11% | +$1.04M | 0.07% | 212 |
|
|
2024
Q3 | $9.1M | Sell |
109,712
-9,674
| -8% | -$802K | 0.06% | 238 |
|
|
2024
Q2 | $9.57M | Buy |
119,386
+27,622
| +30% | +$2.21M | 0.07% | 216 |
|
|
2024
Q1 | $6.71M | Buy |
91,764
+2,248
| +3% | +$164K | 0.06% | 243 |
|
|
2023
Q4 | $5.82M | Buy |
89,516
+925
| +1% | +$60.2K | 0.06% | 249 |
|
|
2023
Q3 | $5.25M | Buy |
88,591
+6,857
| +8% | +$406K | 0.06% | 245 |
|
|
2023
Q2 | $4.99M | Buy |
81,734
+4,527
| +6% | +$276K | 0.06% | 251 |
|
|
2023
Q1 | $4.27M | Buy |
77,207
+21,168
| +38% | +$1.17M | 0.05% | 275 |
|
|
2022
Q4 | $2.84M | Sell |
56,039
-2,519
| -4% | -$128K | 0.04% | 342 |
|
|
2022
Q3 | $2.93M | Buy |
58,558
+8,187
| +16% | +$410K | 0.05% | 304 |
|
|
2022
Q2 | $2.63M | Buy |
50,371
+22,816
| +83% | +$1.19M | 0.04% | 322 |
|
|
2022
Q1 | $1.83M | Sell |
27,555
-4,884
| -15% | -$324K | 0.03% | 397 |
|
|
2021
Q4 | $2.35M | Buy |
32,439
+437
| +1% | +$31.7K | 0.04% | 339 |
|
|
2021
Q3 | $2.05M | Sell |
32,002
-1,009
| -3% | -$64.5K | 0.03% | 332 |
|
|
2021
Q2 | $2.08M | Buy |
33,011
+5,044
| +18% | +$318K | 0.04% | 318 |
|
|
2021
Q1 | $1.58M | Buy |
27,967
+287
| +1% | +$16.2K | 0.03% | 338 |
|
|
2020
Q4 | $1.53M | Sell |
27,680
-17,170
| -38% | -$948K | 0.04% | 313 |
|
|
2020
Q3 | $2.25M | Buy |
44,850
+18,948
| +73% | +$950K | 0.04% | 345 |
|
|
2020
Q2 | $1.16M | Buy |
25,902
+5,506
| +27% | +$247K | 0.03% | 315 |
|
|
2020
Q1 | $727K | Buy |
20,396
+1,408
| +7% | +$50.2K | 0.02% | 355 |
|
|
2019
Q4 | $796K | Buy |
18,988
+38
| +0.2% | +$1.59K | 0.02% | 381 |
|
|
2019
Q3 | $738K | Sell |
18,950
-23,995
| -56% | -$934K | 0.03% | 260 |
|
|
2019
Q2 | $1.66M | Sell |
42,945
-11,102
| -21% | -$430K | 0.07% | 134 |
|
|
2019
Q1 | $2.01M | Sell |
54,047
-6,052
| -10% | -$225K | 0.11% | 102 |
|
|
2018
Q4 | $1.95M | Buy |
+60,099
| New | +$1.95M | 0.33% | 79 |
|