ETIA
Epic Trust Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.07M | Sell |
38,366
-351
| -0.9% | -$28.1K | 3.39% | 6 |
|
|
2024
Q1 | $2.83M | Sell |
38,717
-1,628
| -4% | -$119K | 3.49% | 5 |
|
|
2023
Q4 | $2.62M | Buy |
40,345
+1,699
| +4% | +$111K | 3.52% | 5 |
|
|
2023
Q3 | $2.29M | Buy |
38,646
+848
| +2% | +$50.3K | 3.61% | 4 |
|
|
2023
Q2 | $2.31M | Buy |
37,798
+77
| +0.2% | +$4.7K | 3.27% | 5 |
|
|
2023
Q1 | $2.09M | Sell |
37,721
-142
| -0.4% | -$7.86K | 2.55% | 7 |
|
|
2022
Q4 | $1.92M | Sell |
37,863
-874
| -2% | -$44.3K | 2.89% | 4 |
|
|
2022
Q3 | $1.94M | Sell |
38,737
-835
| -2% | -$41.8K | 2.69% | 7 |
|
|
2022
Q2 | $2.07M | Buy |
39,572
+1,164
| +3% | +$60.9K | 3.91% | 6 |
|
|
2022
Q1 | $2.54M | Sell |
38,408
-143
| -0.4% | -$9.47K | 3.96% | 5 |
|
|
2021
Q4 | $2.79M | Buy |
+38,551
| New | +$2.79M | 4.06% | 6 |
|