Cerity Partners’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 | $7.34M | Buy |
77,056
+7,003
| +10% | +$668K | 0.01% | 650 |
|
|
2025
Q1 | $5.63M | Buy |
70,053
+590
| +0.8% | +$47.4K | 0.01% | 688 |
|
|
2024
Q4 | $6.1M | Sell |
69,463
-8,156
| -11% | -$716K | 0.01% | 641 |
|
|
2024
Q3 | $6.44M | Sell |
77,619
-98
| -0.1% | -$8.13K | 0.01% | 621 |
|
|
2024
Q2 | $6.23M | Buy |
77,717
+910
| +1% | +$72.9K | 0.02% | 542 |
|
|
2024
Q1 | $5.62M | Sell |
76,807
-744
| -1% | -$54.4K | 0.01% | 624 |
|
|
2023
Q4 | $5.05M | Buy |
77,551
+68,807
| +787% | +$4.48M | 0.02% | 531 |
|
|
2023
Q3 | $518K | Sell |
8,744
-48,005
| -85% | -$2.85M | ﹤0.01% | 968 |
|
|
2023
Q2 | $3.46M | Buy |
56,749
+3,910
| +7% | +$239K | 0.01% | 586 |
|
|
2023
Q1 | $20.6M | Buy |
52,839
+176
| +0.3% | +$68.5K | 0.05% | 236 |
|
|
2022
Q4 | $2.69M | Buy |
52,663
+24,967
| +90% | +$1.27M | 0.02% | 479 |
|
|
2022
Q3 | $1.39M | Buy |
27,696
+1,109
| +4% | +$55.6K | 0.02% | 440 |
|
|
2022
Q2 | $1.36M | Sell |
26,587
-1,770
| -6% | -$90.5K | 0.02% | 489 |
|
|
2022
Q1 | $1.88M | Sell |
28,357
-890
| -3% | -$58.9K | 0.03% | 342 |
|
|
2021
Q4 | $2.12M | Sell |
29,247
-528
| -2% | -$38.3K | 0.03% | 308 |
|
|
2021
Q3 | $1.91M | Sell |
29,775
-1,118
| -4% | -$71.6K | 0.04% | 272 |
|
|
2021
Q2 | $1.95M | Sell |
30,893
-434
| -1% | -$27.3K | 0.04% | 270 |
|
|
2021
Q1 | $1.77M | Sell |
31,327
-1,075
| -3% | -$60.6K | 0.04% | 272 |
|
|
2020
Q4 | $1.79M | Sell |
32,402
-557
| -2% | -$30.8K | 0.06% | 229 |
|
|
2020
Q3 | $1.65M | Buy |
32,959
+5,212
| +19% | +$261K | 0.07% | 192 |
|
|
2020
Q2 | $1.25M | Sell |
27,747
-833
| -3% | -$37.4K | 0.07% | 176 |
|
|
2020
Q1 | $1.02M | Buy |
28,580
+1,793
| +7% | +$64.1K | 0.06% | 199 |
|
|
2019
Q4 | $1.12M | Sell |
26,787
-476
| -2% | -$20K | 0.06% | 228 |
|
|
2019
Q3 | $1.06M | Sell |
27,263
-1,207
| -4% | -$46.9K | 0.06% | 245 |
|
|
2019
Q2 | $1.1M | Buy |
+28,470
| New | +$1.1M | 0.07% | 220 |
|