EWM
Echo 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 | $5.78M | Buy |
60,625
+1,901
| +3% | +$181K | 3.54% | 9 |
|
|
2025
Q1 | $4.72M | Buy |
58,724
+4,021
| +7% | +$323K | 3.19% | 10 |
|
|
2024
Q4 | $4.81M | Sell |
54,703
-1,569
| -3% | -$138K | 3.32% | 11 |
|
|
2024
Q3 | $4.72M | Sell |
56,272
-6,616
| -11% | -$554K | 3.3% | 11 |
|
|
2024
Q2 | $5.04M | Buy |
62,888
+3,244
| +5% | +$260K | 3.8% | 11 |
|
|
2024
Q1 | $4.36M | Sell |
59,644
-31,892
| -35% | -$2.33M | 3.62% | 11 |
|
|
2023
Q4 | $5.9M | Sell |
91,536
-104,506
| -53% | -$6.74M | 5.51% | 8 |
|
|
2023
Q3 | $11.6M | Sell |
196,042
-3,670
| -2% | -$218K | 12.52% | 2 |
|
|
2023
Q2 | $12.4M | Sell |
199,712
-2,703
| -1% | -$168K | 13.39% | 1 |
|
|
2023
Q1 | $11.2M | Sell |
202,415
-36,679
| -15% | -$2.03M | 12.37% | 2 |
|
|
2022
Q4 | $12.5M | Sell |
239,094
-8,059
| -3% | -$420K | 13.27% | 1 |
|
|
2022
Q3 | $13M | Buy |
247,153
+80,736
| +49% | +$4.23M | 17.05% | 1 |
|
|
2022
Q2 | $9.13M | Buy |
166,417
+105,860
| +175% | +$5.8M | 12.21% | 2 |
|
|
2022
Q1 | $3.77M | Buy |
60,557
+8,127
| +16% | +$506K | 4.43% | 8 |
|
|
2021
Q4 | $3.63M | Sell |
52,430
-2,439
| -4% | -$169K | 4.15% | 9 |
|
|
2021
Q3 | $3.57M | Sell |
54,869
-4,925
| -8% | -$320K | 4.23% | 8 |
|
|
2021
Q2 | $3.84M | Buy |
59,794
+2,775
| +5% | +$178K | 4.9% | 8 |
|
|
2021
Q1 | $3.22M | Sell |
57,019
-3,671
| -6% | -$207K | 4.05% | 8 |
|
|
2020
Q4 | $3.36M | Buy |
+60,690
| New | +$3.36M | 4.39% | 6 |
|