Clearstead 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 | $92.2K | Buy |
967
+480
| +99% | +$45.8K | ﹤0.01% | 1085 |
|
|
2025
Q1 | $39.1K | Hold |
487
| – | – | ﹤0.01% | 1231 |
|
|
2024
Q4 | $42.8K | Buy |
487
+1
| +0.2% | +$88 | ﹤0.01% | 1199 |
|
|
2024
Q3 | $40.3K | Buy |
486
+2
| +0.4% | +$166 | ﹤0.01% | 1250 |
|
|
2024
Q2 | $38.8K | Hold |
484
| – | – | ﹤0.01% | 1216 |
|
|
2024
Q1 | $35.5K | Hold |
484
| – | – | ﹤0.01% | 841 |
|
|
2023
Q4 | $31.5K | Sell |
484
-484
| -50% | -$31.5K | ﹤0.01% | 854 |
|
|
2023
Q3 | $57.4K | Buy |
968
+584
| +152% | +$34.6K | ﹤0.01% | 860 |
|
|
2023
Q2 | $23.4K | Hold |
384
| – | – | ﹤0.01% | 876 |
|
|
2023
Q1 | $21.3K | Sell |
384
-2,086
| -84% | -$115K | ﹤0.01% | 844 |
|
|
2022
Q4 | $125K | Buy |
2,470
+1,463
| +145% | +$74.1K | 0.01% | 461 |
|
|
2022
Q3 | $50K | Sell |
1,007
-336
| -25% | -$16.7K | ﹤0.01% | 604 |
|
|
2022
Q2 | $70K | Sell |
1,343
-2,512
| -65% | -$131K | 0.01% | 553 |
|
|
2022
Q1 | $255K | Sell |
3,855
-2,996
| -44% | -$198K | 0.02% | 372 |
|
|
2021
Q4 | $496K | Buy |
6,851
+3,012
| +78% | +$218K | 0.03% | 255 |
|
|
2021
Q3 | $246K | Buy |
+3,839
| New | +$246K | 0.02% | 338 |
|