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