EWA
EverSource Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
112,156
+9,536
| +9% | +$909K | 0.48% | 47 |
|
|
2025
Q1 | $8.25M | Sell |
102,620
-12,529
| -11% | -$1.01M | 0.45% | 53 |
|
|
2024
Q4 | $10.1M | Buy |
115,149
+13,975
| +14% | +$1.23M | 0.57% | 39 |
|
|
2024
Q3 | $8.39M | Sell |
101,174
-6,292
| -6% | -$522K | 0.53% | 49 |
|
|
2024
Q2 | $8.49M | Buy |
107,466
+7,605
| +8% | +$601K | 0.56% | 43 |
|
|
2024
Q1 | $7.02M | Buy |
99,861
+3,579
| +4% | +$252K | 0.55% | 45 |
|
|
2023
Q4 | $6.26M | Sell |
96,282
-13,209
| -12% | -$859K | 0.57% | 42 |
|
|
2023
Q3 | $6.49M | Buy |
109,491
+9,049
| +9% | +$536K | 0.69% | 36 |
|
|
2023
Q2 | $6.13M | Buy |
100,442
+98,314
| +4,620% | +$6M | 0.68% | 34 |
|
|
2023
Q1 | $118K | Buy |
2,128
+132
| +7% | +$7.31K | 0.01% | 493 |
|
|
2022
Q4 | $101K | Buy |
1,996
+281
| +16% | +$14.2K | 0.02% | 505 |
|
|
2022
Q3 | $86K | Sell |
1,715
-786
| -31% | -$39.4K | 0.02% | 471 |
|
|
2022
Q2 | $131K | Buy |
2,501
+708
| +39% | +$37.1K | 0.03% | 316 |
|
|
2022
Q1 | $119K | Sell |
1,793
-274
| -13% | -$18.2K | 0.03% | 308 |
|
|
2021
Q4 | $150K | Buy |
+2,067
| New | +$150K | 0.04% | 263 |
|