Bartlett & Co 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 | $57.2K | Hold |
600
| – | – | ﹤0.01% | 634 |
|
|
2025
Q1 | $48.2K | Hold |
600
| – | – | ﹤0.01% | 657 |
|
|
2024
Q4 | $52.7K | Hold |
600
| – | – | ﹤0.01% | 639 |
|
|
2024
Q3 | $49.8K | Hold |
600
| – | – | ﹤0.01% | 658 |
|
|
2024
Q2 | $48.1K | Hold |
600
| – | – | ﹤0.01% | 664 |
|
|
2024
Q1 | $43.9K | Buy |
+600
| New | +$43.9K | ﹤0.01% | 683 |
|
|
2023
Q1 | – | Sell |
-1,541
| Closed | -$78.1K | – | 1101 |
|
|
2022
Q4 | $78.1K | Buy |
+1,541
| New | +$78.1K | ﹤0.01% | 506 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$732 | – | 1269 |
|
|
2022
Q2 | $732 | Buy |
+14
| New | +$732 | ﹤0.01% | 1254 |
|
|
2021
Q4 | – | Sell |
-1,275
| Closed | -$81.6K | – | 819 |
|
|
2021
Q3 | $81.6K | Buy |
1,275
+450
| +55% | +$28.8K | ﹤0.01% | 448 |
|
|
2021
Q2 | $52K | Hold |
825
| – | – | ﹤0.01% | 502 |
|
|
2021
Q1 | $46.5K | Hold |
825
| – | – | ﹤0.01% | 548 |
|
|
2020
Q4 | $45.6K | Hold |
825
| – | – | ﹤0.01% | 534 |
|
|
2020
Q3 | $41.3K | Buy |
+825
| New | +$41.3K | ﹤0.01% | 520 |
|