EWM
EPG 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 | – | Sell |
-133
| Closed | -$10.7K | – | 402 |
|
|
2025
Q1 | $10.7K | Sell |
133
-4,466
| -97% | -$360K | ﹤0.01% | 358 |
|
|
2024
Q4 | $404K | Sell |
4,599
-62
| -1% | -$5.45K | 0.11% | 173 |
|
|
2024
Q3 | $387K | Buy |
+4,661
| New | +$387K | 0.1% | 179 |
|
|
2024
Q2 | – | Sell |
-5,183
| Closed | -$379K | – | 181 |
|
|
2024
Q1 | $379K | Buy |
5,183
+6
| +0.1% | +$439 | 0.09% | 190 |
|
|
2023
Q4 | $361K | Buy |
5,177
+12
| +0.2% | +$837 | 0.1% | 189 |
|
|
2023
Q3 | $306K | Buy |
5,165
+13
| +0.3% | +$771 | 0.09% | 189 |
|
|
2023
Q2 | $314K | Buy |
5,152
+14
| +0.3% | +$854 | 0.09% | 188 |
|
|
2023
Q1 | $284K | Buy |
5,138
+15
| +0.3% | +$830 | 0.09% | 190 |
|
|
2022
Q4 | $260K | Buy |
5,123
+12
| +0.2% | +$608 | 0.1% | 175 |
|
|
2022
Q3 | $256K | Buy |
5,111
+11
| +0.2% | +$551 | 0.11% | 173 |
|
|
2022
Q2 | $267K | Buy |
5,100
+11
| +0.2% | +$576 | 0.11% | 170 |
|
|
2022
Q1 | $337K | Buy |
5,089
+558
| +12% | +$37K | 0.12% | 160 |
|
|
2021
Q4 | $328K | Buy |
4,531
+856
| +23% | +$62K | 0.12% | 159 |
|
|
2021
Q3 | $235K | Buy |
+3,675
| New | +$235K | 0.09% | 187 |
|
|
2020
Q2 | – | Sell |
-724
| Closed | -$26K | – | 675 |
|
|
2020
Q1 | $26K | Hold |
724
| – | – | 0.02% | 365 |
|
|
2019
Q4 | $30K | Buy |
+724
| New | +$30K | 0.02% | 293 |
|