Choice Wealth Advisors’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 | $23.5M | Sell |
246,579
-5,202
| -2% | -$496K | 10.62% | 3 |
|
|
2025
Q1 | $20.2M | Buy |
251,781
+7,806
| +3% | +$627K | 10.55% | 3 |
|
|
2024
Q4 | $21.4M | Buy |
243,975
+11,018
| +5% | +$968K | 10.95% | 3 |
|
|
2024
Q3 | $19.3M | Sell |
232,957
-2,805
| -1% | -$233K | 9.65% | 4 |
|
|
2024
Q2 | $18.9M | Sell |
235,762
-5,306
| -2% | -$425K | 10.02% | 3 |
|
|
2024
Q1 | $17.6M | Sell |
241,068
-13,837
| -5% | -$1.01M | 10.68% | 3 |
|
|
2023
Q4 | $16.6M | Sell |
254,905
-2
| -0% | -$130 | 10.27% | 3 |
|
|
2023
Q3 | $15.1M | Sell |
254,907
-5,989
| -2% | -$355K | 10.67% | 3 |
|
|
2023
Q2 | $15.9M | Sell |
260,896
-10,655
| -4% | -$650K | 10.83% | 3 |
|
|
2023
Q1 | $15M | Buy |
271,551
+6,584
| +2% | +$364K | 10.93% | 3 |
|
|
2022
Q4 | $13.4M | Buy |
264,967
+4,957
| +2% | +$251K | 10.08% | 3 |
|
|
2022
Q3 | $13M | Buy |
+260,010
| New | +$13M | 10.9% | 3 |
|
|
2022
Q2 | – | Sell |
-246,889
| Closed | -$16M | – | 49 |
|
|
2022
Q1 | $16M | Buy |
246,889
+6,742
| +3% | +$437K | 12.69% | 3 |
|
|
2021
Q4 | $17.4M | Sell |
240,147
-3,904
| -2% | -$283K | 12.8% | 3 |
|
|
2021
Q3 | $15.6M | Sell |
244,051
-8,034
| -3% | -$514K | 12.67% | 3 |
|
|
2021
Q2 | $15.9M | Buy |
252,085
+15,602
| +7% | +$982K | 11.4% | 3 |
|
|
2021
Q1 | $13.3M | Buy |
236,483
+11,689
| +5% | +$659K | 11.02% | 3 |
|
|
2020
Q4 | $12.4M | Buy |
+224,794
| New | +$12.4M | 11.22% | 3 |
|