Foundations 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.87M | Sell |
40,630
-2,100
| -5% | -$200K | 0.06% | 237 |
|
2025
Q1 | $3.43M | Buy |
42,730
+11,927
| +39% | +$959K | 0.06% | 235 |
|
2024
Q4 | $2.71M | Sell |
30,803
-23,620
| -43% | -$2.08M | 0.05% | 244 |
|
2024
Q3 | $4.51M | Buy |
54,423
+20,429
| +60% | +$1.69M | 0.09% | 182 |
|
2024
Q2 | $2.72M | Sell |
33,994
-70
| -0.2% | -$5.61K | 0.07% | 212 |
|
2024
Q1 | $2.49M | Buy |
34,064
+2,628
| +8% | +$192K | 0.07% | 217 |
|
2023
Q4 | $2.14M | Sell |
31,436
-11,797
| -27% | -$802K | 0.06% | 218 |
|
2023
Q3 | $2.56M | Sell |
43,233
-100,619
| -70% | -$5.96M | 0.08% | 194 |
|
2023
Q2 | $8.78M | Sell |
143,852
-10,838
| -7% | -$661K | 0.29% | 64 |
|
2023
Q1 | $8.56M | Buy |
+154,690
| New | +$8.56M | 0.31% | 54 |
|
2021
Q3 | – | Sell |
-5,217
| Closed | -$337K | – | 334 |
|
2021
Q2 | $337K | Buy |
+5,217
| New | +$337K | 0.02% | 216 |
|
2018
Q3 | – | Sell |
-7,028
| Closed | -$247K | – | 110 |
|
2018
Q2 | $247K | Buy |
+7,028
| New | +$247K | 0.07% | 78 |
|