Golden State Wealth 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 | $6.33M | Sell |
66,394
-1,174
| -2% | -$112K | 0.77% | 27 |
|
|
2025
Q1 | $5.43M | Buy |
67,568
+16,159
| +31% | +$1.3M | 0.81% | 24 |
|
|
2024
Q4 | $4.52M | Buy |
+51,409
| New | +$4.52M | 0.68% | 27 |
|
|
2022
Q1 | $2.91M | Sell |
44,946
-340
| -0.8% | -$22K | 0.57% | 32 |
|
|
2021
Q4 | $3.28M | Buy |
45,286
+40,235
| +797% | +$2.92M | 0.57% | 34 |
|
|
2021
Q3 | $323K | Buy |
+5,051
| New | +$323K | 0.07% | 217 |
|
|
2021
Q1 | – | Sell |
-19,913
| Closed | -$1.1M | – | 234 |
|
|
2020
Q4 | $1.1M | Sell |
19,913
-559
| -3% | -$30.9K | 0.32% | 58 |
|
|
2020
Q3 | $1.03M | Sell |
20,472
-8,953
| -30% | -$449K | 0.34% | 46 |
|
|
2020
Q2 | $1.32M | Buy |
29,425
+28,629
| +3,597% | +$1.29M | 0.42% | 40 |
|
|
2020
Q1 | $28K | Buy |
+796
| New | +$28K | 0.01% | 454 |
|
|
2019
Q4 | – | Sell |
-460
| Closed | -$18K | – | 794 |
|
|
2019
Q3 | $18K | Sell |
460
-1,449
| -76% | -$56.7K | 0.01% | 639 |
|
|
2019
Q2 | $73K | Buy |
1,909
+5
| +0.3% | +$191 | 0.02% | 387 |
|
|
2019
Q1 | $71K | Buy |
+1,904
| New | +$71K | 0.02% | 378 |
|