CWM
Cahaba 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 | $409K | Sell |
4,290
-278
| -6% | -$26.5K | 0.03% | 105 |
|
|
2025
Q1 | $367K | Sell |
4,568
-66
| -1% | -$5.31K | 0.03% | 104 |
|
|
2024
Q4 | $407K | Hold |
4,634
| – | – | 0.03% | 101 |
|
|
2024
Q3 | $384K | Sell |
4,634
-853
| -16% | -$70.8K | 0.03% | 105 |
|
|
2024
Q2 | $440K | Buy |
5,487
+149
| +3% | +$11.9K | 0.04% | 93 |
|
|
2024
Q1 | $390K | Hold |
5,338
| – | – | 0.04% | 99 |
|
|
2023
Q4 | $347K | Sell |
5,338
-90
| -2% | -$5.86K | 0.03% | 97 |
|
|
2023
Q3 | $322K | Buy |
5,428
+1,353
| +33% | +$80.2K | 0.04% | 103 |
|
|
2023
Q2 | $249K | Buy |
4,075
+110
| +3% | +$6.71K | 0.03% | 125 |
|
|
2023
Q1 | $220K | Buy |
+3,965
| New | +$220K | 0.03% | 136 |
|