Gladstone Institutional Advisory’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 | $30.6M | Buy |
321,211
+32,295
| +11% | +$3.08M | 1.26% | 13 |
|
|
2025
Q1 | $23.2M | Buy |
288,916
+13,694
| +5% | +$1.1M | 1.08% | 14 |
|
|
2024
Q4 | $24.2M | Buy |
275,222
+48,526
| +21% | +$4.27M | 1.12% | 14 |
|
|
2024
Q3 | $18.8M | Buy |
226,696
+173,920
| +330% | +$14.4M | 0.92% | 19 |
|
|
2024
Q2 | $4.23M | Buy |
52,776
+28,457
| +117% | +$2.28M | 0.22% | 122 |
|
|
2024
Q1 | $1.78M | Buy |
24,319
+15,249
| +168% | +$1.12M | 0.1% | 221 |
|
|
2023
Q4 | $590K | Buy |
9,070
+785
| +9% | +$51.1K | 0.03% | 381 |
|
|
2023
Q3 | $491K | Sell |
8,285
-25,139
| -75% | -$1.49M | 0.03% | 392 |
|
|
2023
Q2 | $2.04M | Buy |
33,424
+11,173
| +50% | +$682K | 0.12% | 195 |
|
|
2023
Q1 | $1.23M | Buy |
22,251
+341
| +2% | +$18.9K | 0.08% | 246 |
|
|
2022
Q4 | $1.11M | Buy |
21,910
+17,377
| +383% | +$880K | 0.08% | 262 |
|
|
2022
Q3 | $227K | Buy |
+4,533
| New | +$227K | 0.02% | 558 |
|
|
2022
Q2 | – | Sell |
-247,765
| Closed | -$16.4M | – | 728 |
|
|
2022
Q1 | $16.4M | Sell |
247,765
-14,728
| -6% | -$975K | 1.11% | 11 |
|
|
2021
Q4 | $19M | Buy |
+262,493
| New | +$19M | 1.47% | 6 |
|