EverSource 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
Q3 | $12M | Buy |
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|
2025
Q2 | $10.7M | Buy |
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|
2025
Q1 | $8.25M | Sell |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $8.39M | Sell |
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|
2024
Q2 | $8.49M | Buy |
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|
2024
Q1 | $7.02M | Buy |
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|
2023
Q4 | $6.26M | Sell |
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|
2023
Q3 | $6.49M | Buy |
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|
2023
Q2 | $6.13M | Buy |
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|
2023
Q1 | $118K | Buy |
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|
2022
Q4 | $101K | Buy |
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|
2022
Q3 | $86K | Sell |
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|
2022
Q2 | $131K | Buy |
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|
2022
Q1 | $119K | Sell |
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|
2021
Q4 | $150K | Buy |
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