CreativeOne Wealth’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 | $5.06M | Buy |
53,090
+20,795
| +64% | +$1.98M | 0.13% | 149 |
|
2025
Q1 | $2.6M | Buy |
32,295
+1,704
| +6% | +$137K | 0.08% | 248 |
|
2024
Q4 | $2.69M | Buy |
30,591
+17,725
| +138% | +$1.56M | 0.08% | 227 |
|
2024
Q3 | $1.07M | Buy |
12,866
+8,518
| +196% | +$707K | 0.04% | 414 |
|
2024
Q2 | $348K | Sell |
4,348
-13,473
| -76% | -$1.08M | 0.02% | 577 |
|
2024
Q1 | $1.3M | Buy |
17,821
+8,017
| +82% | +$587K | 0.05% | 323 |
|
2023
Q4 | $638K | Buy |
9,804
+1,405
| +17% | +$91.4K | 0.04% | 320 |
|
2023
Q3 | $498K | Sell |
8,399
-3,650
| -30% | -$216K | 0.04% | 339 |
|
2023
Q2 | $735K | Buy |
12,049
+1,289
| +12% | +$78.6K | 0.03% | 389 |
|
2023
Q1 | $596K | Sell |
10,760
-268
| -2% | -$14.8K | 0.03% | 423 |
|
2022
Q4 | $559K | Sell |
11,028
-400
| -4% | -$20.3K | 0.03% | 397 |
|
2022
Q3 | $573K | Sell |
11,428
-895
| -7% | -$44.9K | 0.03% | 372 |
|
2022
Q2 | $644K | Buy |
12,323
+1,068
| +9% | +$55.8K | 0.03% | 344 |
|
2022
Q1 | $745K | Buy |
11,255
+450
| +4% | +$29.8K | 0.04% | 336 |
|
2021
Q4 | $783K | Sell |
10,805
-5,950
| -36% | -$431K | 0.04% | 339 |
|
2021
Q3 | $1.07M | Buy |
16,755
+7,577
| +83% | +$485K | 0.06% | 261 |
|
2021
Q2 | $578K | Sell |
9,178
-3,443
| -27% | -$217K | 0.04% | 355 |
|
2021
Q1 | $712K | Buy |
+12,621
| New | +$712K | 0.05% | 258 |
|