Axxcess 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 | $2.19M | Buy |
22,991
+9,266
| +68% | +$883K | 0.05% | 271 |
|
|
2025
Q1 | $1.1M | Sell |
13,725
-33,572
| -71% | -$2.7M | 0.03% | 368 |
|
|
2024
Q4 | $4.16M | Buy |
47,297
+42,094
| +809% | +$3.7M | 0.1% | 154 |
|
|
2024
Q3 | $432K | Sell |
5,203
-37,370
| -88% | -$3.1M | 0.01% | 582 |
|
|
2024
Q2 | $3.41M | Buy |
+42,573
| New | +$3.41M | 0.09% | 178 |
|
|
2023
Q3 | – | Sell |
-23,395
| Closed | -$1.43M | – | 838 |
|
|
2023
Q2 | $1.43M | Hold |
23,395
| – | – | 0.1% | 177 |
|
|
2023
Q1 | $1.3M | Sell |
23,395
-5,302
| -18% | -$294K | 0.1% | 190 |
|
|
2022
Q4 | $1.45M | Buy |
28,697
+22,022
| +330% | +$1.12M | 0.12% | 168 |
|
|
2022
Q3 | $334K | Buy |
+6,675
| New | +$334K | 0.03% | 379 |
|
|
2022
Q2 | – | Sell |
-10,720
| Closed | -$709K | – | 652 |
|
|
2022
Q1 | $709K | Buy |
10,720
+1,695
| +19% | +$112K | 0.06% | 284 |
|
|
2021
Q4 | $654K | Buy |
+9,025
| New | +$654K | 0.05% | 299 |
|