Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.17M | Sell |
14,650
-1,223
| -8% | -$98K | 0.01% | 311 |
|
|
2024
Q1 | $1.16M | Buy |
15,873
+5,683
| +56% | +$416K | 0.01% | 312 |
|
|
2023
Q4 | $663K | Buy |
10,190
+560
| +6% | +$36.4K | 0.01% | 390 |
|
|
2023
Q3 | $571K | Buy |
9,630
+116
| +1% | +$6.88K | 0.01% | 393 |
|
|
2023
Q2 | $580K | Buy |
9,514
+1,639
| +21% | +$100K | 0.01% | 395 |
|
|
2023
Q1 | $399K | Hold |
7,875
| – | – | 0.01% | 430 |
|
|
2022
Q4 | $399K | Sell |
7,875
-533
| -6% | -$27K | 0.01% | 432 |
|
|
2022
Q3 | $421K | Sell |
8,408
-623
| -7% | -$31.2K | 0.01% | 400 |
|
|
2022
Q2 | $472K | Buy |
9,031
+1,063
| +13% | +$55.6K | 0.01% | 383 |
|
|
2022
Q1 | $528K | Buy |
+7,968
| New | +$528K | 0.01% | 356 |
|
|
2021
Q4 | – | Sell |
-3,406
| Closed | -$218K | – | 624 |
|
|
2021
Q3 | $218K | Sell |
3,406
-644
| -16% | -$41.2K | ﹤0.01% | 548 |
|
|
2021
Q2 | $255K | Buy |
+4,050
| New | +$255K | 0.01% | 497 |
|
|
2019
Q2 | – | Sell |
-15,428
| Closed | -$574K | – | 463 |
|
|
2019
Q1 | $574K | Buy |
+15,428
| New | +$574K | 0.07% | 205 |
|