CIA
Concurrent Investment Advisors’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 | $27.1M | Buy |
284,256
+24,877
| +10% | +$2.37M | 0.52% | 33 |
|
|
2025
Q1 | $20.8M | Buy |
259,379
+22,063
| +9% | +$1.77M | 0.51% | 36 |
|
|
2024
Q4 | $20.9M | Buy |
237,316
+41,113
| +21% | +$3.61M | 0.56% | 32 |
|
|
2024
Q3 | $16.3M | Buy |
196,203
+8,368
| +4% | +$694K | 0.48% | 44 |
|
|
2024
Q2 | $15.1M | Buy |
187,835
+553
| +0.3% | +$44.3K | 0.49% | 41 |
|
|
2024
Q1 | $13.7M | Sell |
187,282
-4,455
| -2% | -$326K | 0.55% | 38 |
|
|
2023
Q4 | $12.5M | Buy |
+191,737
| New | +$12.5M | 0.59% | 37 |
|