DWM
Drive Wealth Management’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 | $1.2M | Buy |
12,610
+1,012
| +9% | +$96.5K | 0.26% | 82 |
|
|
2025
Q1 | $932K | Sell |
11,598
-714
| -6% | -$57.4K | 0.22% | 95 |
|
|
2024
Q4 | $1.08M | Buy |
12,312
+1,777
| +17% | +$156K | 0.27% | 74 |
|
|
2024
Q3 | $874K | Sell |
10,535
-5,512
| -34% | -$457K | 0.23% | 83 |
|
|
2024
Q2 | $1.29M | Buy |
16,047
+297
| +2% | +$23.8K | 0.35% | 57 |
|
|
2024
Q1 | $1.15M | Sell |
15,750
-7,461
| -32% | -$546K | 0.32% | 63 |
|
|
2023
Q4 | $1.51M | Sell |
23,211
-13,859
| -37% | -$902K | 0.49% | 42 |
|
|
2023
Q3 | $2.2M | Sell |
37,070
-9,794
| -21% | -$581K | 0.8% | 26 |
|
|
2023
Q2 | $2.86M | Sell |
46,864
-51,825
| -53% | -$3.16M | 1.06% | 19 |
|
|
2023
Q1 | $5.46M | Sell |
98,689
-2,597
| -3% | -$144K | 2.29% | 6 |
|
|
2022
Q4 | $5.13M | Buy |
101,286
+94,439
| +1,379% | +$4.79M | 2.57% | 8 |
|
|
2022
Q3 | $343K | Buy |
6,847
+170
| +3% | +$8.52K | 0.33% | 93 |
|
|
2022
Q2 | $349K | Buy |
6,677
+2,237
| +50% | +$117K | 0.32% | 99 |
|
|
2022
Q1 | $294K | Buy |
4,440
+481
| +12% | +$31.9K | 0.25% | 106 |
|
|
2021
Q4 | $287K | Buy |
+3,959
| New | +$287K | 0.25% | 103 |
|