EP Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $2.77M | Sell |
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|
2024
Q3 | $2.77M | Buy |
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|
2024
Q2 | $2.45M | Sell |
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|
2024
Q1 | $2.27M | Sell |
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|
2023
Q4 | $2.15M | Buy |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q2 | $667K | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $611K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $422K | Buy |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $392K | Sell |
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|
2021
Q3 | $353K | Sell |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $266K | Sell |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | – | Hold |
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