GWA
Gratus Wealth 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
Q1 | – | Sell |
-4,879
| Closed | -$429K | – | 134 |
|
|
2024
Q4 | $429K | Sell |
4,879
-38,720
| -89% | -$3.4M | 0.07% | 95 |
|
|
2024
Q3 | $3.57M | Buy |
43,599
+1,347
| +3% | +$110K | 0.58% | 25 |
|
|
2024
Q2 | $3.37M | Sell |
42,252
-677
| -2% | -$54K | 0.58% | 26 |
|
|
2024
Q1 | $3.02M | Sell |
42,929
-2,071
| -5% | -$146K | 0.55% | 26 |
|
|
2023
Q4 | $2.93M | Buy |
+45,000
| New | +$2.93M | 0.58% | 28 |
|