Financial Advocates Investment Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97M | Sell |
104,580
-255,136
| -71% | -$24.3M | 0.81% | 29 |
|
|
2025
Q1 | $28.9M | Sell |
359,716
-12,967
| -3% | -$1.04M | 2.03% | 3 |
|
|
2024
Q4 | $32.8M | Buy |
372,683
+15,870
| +4% | +$1.39M | 1.86% | 5 |
|
|
2024
Q3 | $29.6M | Sell |
356,813
-2,194
| -0.6% | -$182K | 1.67% | 5 |
|
|
2024
Q2 | $28.8M | Buy |
359,007
+15,582
| +5% | +$1.25M | 1.78% | 5 |
|
|
2024
Q1 | $25.1M | Buy |
343,425
+18,636
| +6% | +$1.36M | 1.45% | 6 |
|
|
2023
Q4 | $21.1M | Buy |
324,789
+137,947
| +74% | +$8.95M | 1.38% | 7 |
|
|
2023
Q3 | $11.1M | Buy |
186,842
+11,535
| +7% | +$687K | 0.8% | 19 |
|
|
2023
Q2 | $10.7M | Sell |
175,307
-44,993
| -20% | -$2.74M | 0.76% | 20 |
|
|
2023
Q1 | $12.2M | Buy |
220,300
+65,104
| +42% | +$3.6M | 0.88% | 17 |
|
|
2022
Q4 | $7.85M | Buy |
155,196
+40,153
| +35% | +$2.03M | 0.59% | 29 |
|
|
2022
Q3 | $5.76M | Buy |
115,043
+14,952
| +15% | +$749K | 0.48% | 42 |
|
|
2022
Q2 | $5.23M | Buy |
100,091
+6,129
| +7% | +$320K | 0.42% | 54 |
|
|
2022
Q1 | $6.22M | Buy |
93,962
+34,823
| +59% | +$2.31M | 0.41% | 50 |
|
|
2021
Q4 | $4.29M | Buy |
59,139
+5,301
| +10% | +$384K | 0.27% | 87 |
|
|
2021
Q3 | $3.45M | Buy |
53,838
+5,177
| +11% | +$331K | 0.23% | 110 |
|
|
2021
Q2 | $3.07M | Sell |
48,661
-4,569
| -9% | -$288K | 0.2% | 120 |
|
|
2021
Q1 | $3M | Buy |
53,230
+946
| +2% | +$53.4K | 0.21% | 103 |
|
|
2020
Q4 | $2.89M | Buy |
52,284
+4,037
| +8% | +$223K | 0.2% | 112 |
|
|
2020
Q3 | $2.42M | Buy |
48,247
+2,052
| +4% | +$103K | 0.21% | 97 |
|
|
2020
Q2 | $2.08M | Buy |
46,195
+20,442
| +79% | +$918K | 0.2% | 116 |
|
|
2020
Q1 | $920K | Buy |
25,753
+10,067
| +64% | +$360K | 0.13% | 189 |
|
|
2019
Q4 | $657K | Sell |
15,686
-49
| -0.3% | -$2.05K | 0.07% | 268 |
|
|
2019
Q3 | $612K | Sell |
15,735
-496
| -3% | -$19.3K | 0.07% | 259 |
|
|
2019
Q2 | $629K | Sell |
16,231
-184
| -1% | -$7.13K | 0.07% | 243 |
|
|
2019
Q1 | $611K | Buy |
16,415
+5,139
| +46% | +$191K | 0.08% | 237 |
|
|
2018
Q4 | $366K | Sell |
11,276
-5,155
| -31% | -$167K | 0.05% | 300 |
|
|
2018
Q3 | $628K | Buy |
16,431
+4,298
| +35% | +$164K | 0.07% | 249 |
|
|
2018
Q2 | $429K | Sell |
12,133
-1,394
| -10% | -$49.3K | 0.05% | 289 |
|
|
2018
Q1 | $453K | Buy |
13,527
+25
| +0.2% | +$837 | 0.06% | 273 |
|
|
2017
Q4 | $446K | Buy |
+13,502
| New | +$446K | 0.06% | 270 |
|