Forvis Mazars Wealth Advisors’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
Q1 | – | Sell |
-5,931
| Closed | -$521K | – | 423 |
|
|
2024
Q4 | $521K | Buy |
+5,931
| New | +$521K | 0.01% | 302 |
|
|
2024
Q2 | – | Sell |
-3,739
| Closed | -$274K | – | 412 |
|
|
2024
Q1 | $274K | Hold |
3,739
| – | – | 0.01% | 359 |
|
|
2023
Q4 | $243K | Sell |
3,739
-225
| -6% | -$14.6K | 0.01% | 360 |
|
|
2023
Q3 | $235K | Sell |
3,964
-991
| -20% | -$58.7K | 0.01% | 358 |
|
|
2023
Q2 | $302K | Sell |
4,955
-2,037
| -29% | -$124K | 0.01% | 360 |
|
|
2023
Q1 | $387K | Sell |
6,992
-1,415
| -17% | -$78.3K | 0.01% | 299 |
|
|
2022
Q4 | $426K | Sell |
8,407
-3,105
| -27% | -$157K | 0.01% | 281 |
|
|
2022
Q3 | $577K | Buy |
11,512
+729
| +7% | +$36.5K | 0.02% | 245 |
|
|
2022
Q2 | $564K | Sell |
10,783
-12,116
| -53% | -$634K | 0.02% | 236 |
|
|
2022
Q1 | $1.52M | Buy |
22,899
+1,178
| +5% | +$78K | 0.06% | 127 |
|
|
2021
Q4 | $1.57M | Sell |
21,721
-602
| -3% | -$43.6K | 0.07% | 120 |
|
|
2021
Q3 | $1.43M | Buy |
22,323
+4,011
| +22% | +$257K | 0.07% | 118 |
|
|
2021
Q2 | $1.15M | Sell |
18,312
-3,521
| -16% | -$222K | 0.05% | 125 |
|
|
2021
Q1 | $1.23M | Buy |
21,833
+1,400
| +7% | +$78.9K | 0.06% | 120 |
|
|
2020
Q4 | $1.13M | Buy |
20,433
+14,887
| +268% | +$823K | 0.06% | 140 |
|
|
2020
Q3 | $278K | Buy |
+5,546
| New | +$278K | 0.02% | 262 |
|